Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$1.09B
2
+$875M
3
+$816M
4
ICE icon
Intercontinental Exchange
ICE
+$721M
5
PARA
Paramount Global Class B
PARA
+$661M

Top Sells

1
+$2.3B
2
+$971M
3
+$593M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$419M
5
SHOP icon
Shopify
SHOP
+$415M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$3.63M ﹤0.01%
241,067
+103,360
2977
$3.62M ﹤0.01%
122,188
+22,089
2978
$3.62M ﹤0.01%
246,135
+229,539
2979
$3.61M ﹤0.01%
11,765
+1,416
2980
$3.61M ﹤0.01%
668,520
-22,819
2981
$3.61M ﹤0.01%
280,639
-41,356
2982
$3.61M ﹤0.01%
405,812
-331,200
2983
$3.61M ﹤0.01%
102,213
+24,224
2984
$3.6M ﹤0.01%
894,685
+227,074
2985
$3.6M ﹤0.01%
38,130
-413
2986
$3.6M ﹤0.01%
2,482,648
-9,973,646
2987
$3.59M ﹤0.01%
495,585
+190,459
2988
$3.58M ﹤0.01%
371,767
-9,192
2989
$3.58M ﹤0.01%
447,440
-1,306
2990
$3.58M ﹤0.01%
41,496
-73,111
2991
$3.58M ﹤0.01%
217,953
+150,951
2992
$3.58M ﹤0.01%
91,808
+48,144
2993
$3.58M ﹤0.01%
69,188
+137
2994
$3.57M ﹤0.01%
193,951
-5,322
2995
$3.57M ﹤0.01%
126,896
+4,370
2996
$3.56M ﹤0.01%
90,745
+10,426
2997
$3.56M ﹤0.01%
108,285
-45,697
2998
$3.56M ﹤0.01%
48,525
-12,215
2999
$3.56M ﹤0.01%
126,236
-13,178
3000
$3.56M ﹤0.01%
25,674
+1,761
118 119
120
121 122