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
5526
$52K ﹤0.01%
+9,619
5527
$52K ﹤0.01%
7,811
-18,118
5528
$52K ﹤0.01%
1,609
+66
5529
$52K ﹤0.01%
2,239
+972
5530
$52K ﹤0.01%
13,600
-6,390
5531
$52K ﹤0.01%
+1,000
5532
$51K ﹤0.01%
875
-487
5533
$51K ﹤0.01%
10,795
-7
5534
$51K ﹤0.01%
+2,000
5535
$51K ﹤0.01%
17,915
-183,695
5536
$51K ﹤0.01%
14,267
-7,764
5537
$51K ﹤0.01%
3,325
-2,280
5538
$50K ﹤0.01%
+1,650
5539
$50K ﹤0.01%
2,938
-3,176
5540
$50K ﹤0.01%
+420
5541
$50K ﹤0.01%
53,383
-31,163
5542
$50K ﹤0.01%
6,076
-2,566
5543
$50K ﹤0.01%
19,140
-2,353
5544
$49K ﹤0.01%
1,463
-1,030
5545
$49K ﹤0.01%
231
-941
5546
$49K ﹤0.01%
9,566
-14,044
5547
$49K ﹤0.01%
1,685
-803
5548
$49K ﹤0.01%
7,575
-2,410
5549
$49K ﹤0.01%
12,001
-8,879
5550
$49K ﹤0.01%
4,408
-1,550
220 221
222
223 224