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
5351
$79K ﹤0.01%
17,261
-2,392
5352
$79K ﹤0.01%
31,653
-10,256
5353
$79K ﹤0.01%
1,266
-3,300
5354
$79K ﹤0.01%
11,554
-141,822
5355
$79K ﹤0.01%
3,311
-235
5356
$78K ﹤0.01%
37,208
-8,022
5357
$78K ﹤0.01%
6,470
-2,579
5358
$78K ﹤0.01%
8,269
-314
5359
$78K ﹤0.01%
3,845
-136,269
5360
$78K ﹤0.01%
273
+202
5361
$77K ﹤0.01%
5,927
-1,745
5362
$77K ﹤0.01%
1,551
-1,155
5363
$77K ﹤0.01%
3,567
+754
5364
$77K ﹤0.01%
5,111
-598
5365
$76K ﹤0.01%
3,989
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5366
$76K ﹤0.01%
9,970
+4,013
5367
$76K ﹤0.01%
2,449
-1,330
5368
$76K ﹤0.01%
5,250
+750
5369
$76K ﹤0.01%
9,001
-5
5370
$76K ﹤0.01%
12,100
-77,088
5371
$75K ﹤0.01%
+2,493
5372
$75K ﹤0.01%
19,626
-12,559
5373
$75K ﹤0.01%
+1,546
5374
$75K ﹤0.01%
459
-10,365
5375
$74K ﹤0.01%
4,500
213 214
215
216 217