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
5476
$60K ﹤0.01%
4,296
-4,611
5477
$60K ﹤0.01%
3,906
5478
$60K ﹤0.01%
+1,728
5479
$59K ﹤0.01%
13,308
+7,021
5480
$59K ﹤0.01%
+192
5481
$59K ﹤0.01%
+2,375
5482
$59K ﹤0.01%
1,223
-1,113
5483
$59K ﹤0.01%
38,125
+24,225
5484
$59K ﹤0.01%
684
-1,647
5485
$59K ﹤0.01%
4,059
-45,793
5486
$59K ﹤0.01%
3,316
-56
5487
$59K ﹤0.01%
31,763
-42,231
5488
$58K ﹤0.01%
2,982
-1,670
5489
$58K ﹤0.01%
1,043
-682
5490
$58K ﹤0.01%
4,609
-2,107
5491
$58K ﹤0.01%
4,846
-3,777
5492
$58K ﹤0.01%
1,300
5493
$58K ﹤0.01%
32,187
-8,523
5494
$58K ﹤0.01%
+8,110
5495
$58K ﹤0.01%
13,894
-1,950
5496
$58K ﹤0.01%
2,545
-1,014
5497
$57K ﹤0.01%
3,044
-60
5498
$57K ﹤0.01%
5,617
5499
$57K ﹤0.01%
2,230
-3,250
5500
$56K ﹤0.01%
2,096
+333
218 219
220
221 222