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
5601
$42K ﹤0.01%
2,587
-1,554
5602
$42K ﹤0.01%
5,175
-13,331
5603
$42K ﹤0.01%
730
5604
$41K ﹤0.01%
6,102
-5,542
5605
$41K ﹤0.01%
15,543
5606
$41K ﹤0.01%
219
-459
5607
$41K ﹤0.01%
8,368
-22
5608
$41K ﹤0.01%
23,306
+1,834
5609
$41K ﹤0.01%
1,697
-2,435
5610
$41K ﹤0.01%
167
-750
5611
$41K ﹤0.01%
35,251
+25,695
5612
$40K ﹤0.01%
5,400
-212,366
5613
$40K ﹤0.01%
4,267
-6,124
5614
$40K ﹤0.01%
2,224
-989
5615
$40K ﹤0.01%
23,277
+4,448
5616
$40K ﹤0.01%
6,952
+3,008
5617
$40K ﹤0.01%
1,095
-2,237
5618
$40K ﹤0.01%
55
+20
5619
$40K ﹤0.01%
971
-209
5620
$40K ﹤0.01%
735
-1,567
5621
$40K ﹤0.01%
1,463
+19
5622
$39K ﹤0.01%
1,136
-300
5623
$39K ﹤0.01%
4,881
-5,439
5624
$39K ﹤0.01%
+3,300
5625
$39K ﹤0.01%
2,225
-3,755
223 224
225
226 227