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
5576
– –
0
5577
$44K ﹤0.01%
260
-1,684
5578
$44K ﹤0.01%
4,911
-15,208
5579
$44K ﹤0.01%
+8,047
5580
$44K ﹤0.01%
2,072
5581
$44K ﹤0.01%
+4,000
5582
$43K ﹤0.01%
2,907
-5,767
5583
$43K ﹤0.01%
3,909
-991
5584
$43K ﹤0.01%
20,088
5585
$43K ﹤0.01%
5,648
+4,289
5586
$43K ﹤0.01%
1,687
5587
$43K ﹤0.01%
1,997
-5,097
5588
$43K ﹤0.01%
+1,070
5589
$43K ﹤0.01%
421
-51
5590
$43K ﹤0.01%
561
-281
5591
$43K ﹤0.01%
8,432
-12,242
5592
$43K ﹤0.01%
+4,025
5593
$43K ﹤0.01%
+53,004
5594
$43K ﹤0.01%
8,678
-7,281
5595
$42K ﹤0.01%
760
5596
$42K ﹤0.01%
6,732
+1,185
5597
$42K ﹤0.01%
3,215
-1,355
5598
$42K ﹤0.01%
+876
5599
$42K ﹤0.01%
1,331
-900
5600
$42K ﹤0.01%
418
+228
222 223
224
225 226