Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517B
AUM Growth
+$65.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5151
$125K ﹤0.01%
13,197
-8,616
5152
$125K ﹤0.01%
8,838
-1,524
5153
$125K ﹤0.01%
3,066
+1,501
5154
$125K ﹤0.01%
4,734
-858
5155
$125K ﹤0.01%
10,561
-927
5156
$125K ﹤0.01%
24,928
-195,267
5157
$123K ﹤0.01%
4,314
+1,669
5158
$123K ﹤0.01%
10,906
-1,529
5159
$123K ﹤0.01%
26,168
-27,414
5160
$122K ﹤0.01%
11,285
+1,690
5161
$122K ﹤0.01%
13,017
+12,201
5162
$122K ﹤0.01%
6,335
+6,134
5163
$122K ﹤0.01%
91,973
-154,887
5164
$122K ﹤0.01%
11,500
-300
5165
$121K ﹤0.01%
4,324
-2,913
5166
$121K ﹤0.01%
4,767
-1,859
5167
$121K ﹤0.01%
10,293
-3,814
5168
$120K ﹤0.01%
15,181
-50,502
5169
$120K ﹤0.01%
2,197
+79
5170
$120K ﹤0.01%
+190
5171
$119K ﹤0.01%
2,370
5172
$119K ﹤0.01%
4,461
-3,118
5173
$119K ﹤0.01%
46,218
+13,695
5174
$119K ﹤0.01%
20,518
-25,373
5175
$119K ﹤0.01%
2,351
-485
205 206
207
208 209