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
5426
$66K ﹤0.01%
7,236
-4,304
5427
$66K ﹤0.01%
8,640
-27,442
5428
$66K ﹤0.01%
1,984
-2,582
5429
$66K ﹤0.01%
5,686
+664
5430
$65K ﹤0.01%
1,151
5431
$65K ﹤0.01%
10,521
-7,295
5432
$65K ﹤0.01%
2,332
5433
$65K ﹤0.01%
8,267
+3,767
5434
$65K ﹤0.01%
252
-738
5435
$65K ﹤0.01%
2,354
+1
5436
$65K ﹤0.01%
12,305
+1,014
5437
$65K ﹤0.01%
7,128
+413
5438
$64K ﹤0.01%
27,743
+823
5439
$64K ﹤0.01%
2,746
-33
5440
$64K ﹤0.01%
4,003
-9,923
5441
$64K ﹤0.01%
4,438
+3,040
5442
$64K ﹤0.01%
10,858
-32,045
5443
$63K ﹤0.01%
6,056
-77,477
5444
$63K ﹤0.01%
6,164
-2,518
5445
$63K ﹤0.01%
1,661
-1,235
5446
$63K ﹤0.01%
2,524
-6,233
5447
$63K ﹤0.01%
11,332
-242,474
5448
$63K ﹤0.01%
5,052
-1,127
5449
$63K ﹤0.01%
50,206
-20,305
5450
$63K ﹤0.01%
2,423
-33,571
216 217
218
219 220