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
5251
$102K ﹤0.01%
+6,000
5252
$101K ﹤0.01%
5,538
-1,232
5253
$101K ﹤0.01%
+4,233
5254
$101K ﹤0.01%
9,954
-926
5255
$101K ﹤0.01%
3,414
+317
5256
$100K ﹤0.01%
4,311
-2,202
5257
$100K ﹤0.01%
+13,290
5258
$100K ﹤0.01%
29,544
-3,802
5259
$100K ﹤0.01%
7,942
-2,650
5260
$100K ﹤0.01%
+3,246
5261
$99K ﹤0.01%
3,854
-1,970
5262
$99K ﹤0.01%
11,179
+5,179
5263
$99K ﹤0.01%
4,826
-1,950
5264
$99K ﹤0.01%
9,335
+2,805
5265
$98K ﹤0.01%
5,778
-2,119
5266
$98K ﹤0.01%
3,773
-1,017
5267
$98K ﹤0.01%
1,854
-594
5268
$98K ﹤0.01%
5,781
-3,208
5269
$98K ﹤0.01%
4,606
-17,403
5270
$97K ﹤0.01%
10,308
+6,589
5271
$96K ﹤0.01%
11,951
-7,922
5272
$95K ﹤0.01%
3,351
-3,756
5273
$95K ﹤0.01%
5,180
-459
5274
$95K ﹤0.01%
2,413
+2,204
5275
$94K ﹤0.01%
34,540
209 210
211
212 213