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
5401
$70K ﹤0.01%
3,699
+2,587
5402
$70K ﹤0.01%
2,896
-32,011
5403
$70K ﹤0.01%
4,594
-2,401
5404
$70K ﹤0.01%
+1,924
5405
$70K ﹤0.01%
5,258
5406
$70K ﹤0.01%
4,697
-2,089
5407
$69K ﹤0.01%
+14,286
5408
$69K ﹤0.01%
2,992
+1,491
5409
$69K ﹤0.01%
12,345
+3,630
5410
$69K ﹤0.01%
15,928
-1,164
5411
$69K ﹤0.01%
14,689
-8,048
5412
$68K ﹤0.01%
4,557
-3,334
5413
$68K ﹤0.01%
5,090
5414
$68K ﹤0.01%
2,206
5415
$68K ﹤0.01%
769
-1,596
5416
$67K ﹤0.01%
26,748
-201,843
5417
$67K ﹤0.01%
5,929
+433
5418
$67K ﹤0.01%
26,863
+450
5419
$67K ﹤0.01%
3,158
-1,018
5420
$67K ﹤0.01%
700
+482
5421
$67K ﹤0.01%
27,007
-27,032
5422
$66K ﹤0.01%
2,155
+10
5423
$66K ﹤0.01%
9,306
-2,050
5424
$66K ﹤0.01%
2,139
-2,402
5425
$66K ﹤0.01%
2,242
+408
215 216
217
218 219