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
5201
$112K ﹤0.01%
5,884
-1,540
5202
$111K ﹤0.01%
3,751
-1,135
5203
$111K ﹤0.01%
99,324
-228,904
5204
$110K ﹤0.01%
6,860
-5,070
5205
$110K ﹤0.01%
7,761
-6,213
5206
$110K ﹤0.01%
953
+688
5207
$109K ﹤0.01%
7,450
-11,946
5208
$109K ﹤0.01%
45,063
-18,745
5209
$109K ﹤0.01%
24,073
-17,638
5210
$109K ﹤0.01%
11,664
+8,808
5211
$109K ﹤0.01%
11,474
-161
5212
$109K ﹤0.01%
20,428
-19,900
5213
$109K ﹤0.01%
10,250
+9,874
5214
$108K ﹤0.01%
36,592
-2,604
5215
$108K ﹤0.01%
6,544
+4,227
5216
$108K ﹤0.01%
9,940
+6,868
5217
$108K ﹤0.01%
12,851
5218
$107K ﹤0.01%
7,122
-4,330
5219
$107K ﹤0.01%
4,148
-416
5220
$107K ﹤0.01%
5,366
-4,120
5221
$107K ﹤0.01%
4,238
-100
5222
– –
0
5223
$106K ﹤0.01%
5,906
-6,986
5224
$106K ﹤0.01%
1,304
-76
5225
$106K ﹤0.01%
1,883
-1,002
207 208
209
210 211