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
5301
$89K ﹤0.01%
2,671
-2,084
5302
$89K ﹤0.01%
3,877
-8,017
5303
$89K ﹤0.01%
7,920
+2,891
5304
$89K ﹤0.01%
1,752
+1,094
5305
$88K ﹤0.01%
7,522
+3,000
5306
$88K ﹤0.01%
14,952
-992
5307
$88K ﹤0.01%
7,592
-835
5308
$88K ﹤0.01%
2,981
+2,914
5309
$88K ﹤0.01%
173,216
-44,852
5310
$88K ﹤0.01%
13,634
+1,594
5311
$88K ﹤0.01%
6,411
-3,765
5312
$87K ﹤0.01%
8,092
+1,078
5313
$87K ﹤0.01%
+7,431
5314
$87K ﹤0.01%
3,777
-37,776
5315
$87K ﹤0.01%
2,847
+2,672
5316
$87K ﹤0.01%
10
+9
5317
$87K ﹤0.01%
+10,922
5318
$87K ﹤0.01%
32,540
-9,062
5319
$86K ﹤0.01%
11,975
+1,420
5320
$86K ﹤0.01%
3,292
-1,478
5321
$86K ﹤0.01%
+4,600
5322
$86K ﹤0.01%
26,918
-104,168
5323
$86K ﹤0.01%
6,121
+784
5324
$85K ﹤0.01%
31,579
-33,613
5325
$85K ﹤0.01%
7,201
-2,714
211 212
213
214 215