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
3026
$3.46M ﹤0.01%
117,614
-4,439
3027
$3.46M ﹤0.01%
2,152,224
-21,105
3028
$3.46M ﹤0.01%
78,917
-9,851
3029
$3.46M ﹤0.01%
183,926
+19,589
3030
$3.46M ﹤0.01%
128,517
-208,016
3031
$3.46M ﹤0.01%
1,137,292
-80,787
3032
$3.45M ﹤0.01%
433,879
-1,102,588
3033
$3.45M ﹤0.01%
58,506
+31,310
3034
$3.44M ﹤0.01%
154,472
+6,652
3035
$3.43M ﹤0.01%
555,436
-699,252
3036
$3.43M ﹤0.01%
130,741
+27,825
3037
$3.42M ﹤0.01%
314,027
-26,859
3038
$3.42M ﹤0.01%
251,389
+1,467
3039
$3.42M ﹤0.01%
681,839
+113,234
3040
$3.41M ﹤0.01%
96,045
-12,275
3041
$3.41M ﹤0.01%
59,816
-24,625
3042
$3.41M ﹤0.01%
239,893
+88,510
3043
$3.4M ﹤0.01%
46,241
-48,698
3044
$3.4M ﹤0.01%
395,905
-16,919
3045
$3.4M ﹤0.01%
157,337
+2,935
3046
$3.4M ﹤0.01%
301,804
-386,825
3047
$3.39M ﹤0.01%
34,827
-55,466
3048
$3.39M ﹤0.01%
55,699
-8,878
3049
$3.39M ﹤0.01%
161,253
-37,914
3050
$3.38M ﹤0.01%
477,022
+9,546
120 121
122
123 124