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
5176
$118K ﹤0.01%
12,726
-1,655
5177
$118K ﹤0.01%
9,905
-1,033
5178
$118K ﹤0.01%
13,938
-20,030
5179
$117K ﹤0.01%
12,675
-43,075
5180
$116K ﹤0.01%
10,470
-6,338
5181
$116K ﹤0.01%
22,696
-3,089
5182
$115K ﹤0.01%
9,670
+7,268
5183
$115K ﹤0.01%
4,759
+2,367
5184
$115K ﹤0.01%
600
-500
5185
$115K ﹤0.01%
4,632
-9,022
5186
$115K ﹤0.01%
10,376
-6,095
5187
$115K ﹤0.01%
14,377
+14,180
5188
$114K ﹤0.01%
+3,400
5189
$114K ﹤0.01%
561
-163
5190
$114K ﹤0.01%
+190,584
5191
$113K ﹤0.01%
1,711
+240
5192
$113K ﹤0.01%
29,484
-25,147
5193
$113K ﹤0.01%
13,550
-2,295
5194
$113K ﹤0.01%
1,344
-122
5195
$113K ﹤0.01%
1,404
-699
5196
$113K ﹤0.01%
20,651
+11,867
5197
$113K ﹤0.01%
8,539
-2,113
5198
$113K ﹤0.01%
10,500
+100
5199
$112K ﹤0.01%
1,351
5200
$112K ﹤0.01%
1,225
+725
206 207
208
209 210