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
4701
$328K ﹤0.01%
28,081
-1,683
4702
$327K ﹤0.01%
33,747
+32,658
4703
$327K ﹤0.01%
32,375
-2,775
4704
$327K ﹤0.01%
5,941
+3,174
4705
$323K ﹤0.01%
7,642
+385
4706
$321K ﹤0.01%
9,887
-73,169
4707
$321K ﹤0.01%
26,693
-644,725
4708
$321K ﹤0.01%
8,360
+357
4709
$320K ﹤0.01%
16,315
+1,191
4710
$320K ﹤0.01%
+24,619
4711
$320K ﹤0.01%
21,018
+1,687
4712
$319K ﹤0.01%
4,324
-1,082
4713
$318K ﹤0.01%
36,670
+2,404
4714
$318K ﹤0.01%
8,770
+8,763
4715
$317K ﹤0.01%
20,127
4716
$316K ﹤0.01%
20,861
+4,579
4717
$316K ﹤0.01%
210,566
+163,133
4718
$315K ﹤0.01%
2,880
-2,564
4719
$315K ﹤0.01%
64,854
+7,723
4720
$315K ﹤0.01%
4,070
-4,552
4721
$315K ﹤0.01%
437,021
-86,871
4722
$314K ﹤0.01%
31,758
-267
4723
$314K ﹤0.01%
15,099
+883
4724
$313K ﹤0.01%
57,574
-1,492
4725
$311K ﹤0.01%
11,466
+7,575
187 188
189
190 191