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
4876
$226K ﹤0.01%
23,755
-17,403
4877
$226K ﹤0.01%
132,788
+2,000
4878
$225K ﹤0.01%
36,683
+27,263
4879
$225K ﹤0.01%
28,089
+5,999
4880
$225K ﹤0.01%
213,503
+56,214
4881
$225K ﹤0.01%
44,931
+9,049
4882
$225K ﹤0.01%
22,950
-386
4883
$225K ﹤0.01%
22,632
-8,488
4884
$225K ﹤0.01%
233
-1,380
4885
$224K ﹤0.01%
87,852
-88,477
4886
$224K ﹤0.01%
16,157
+12,473
4887
$223K ﹤0.01%
4,637
-7,758
4888
$222K ﹤0.01%
10,526
-346
4889
$222K ﹤0.01%
+9,647
4890
$222K ﹤0.01%
22,513
-29,336
4891
$222K ﹤0.01%
29,268
-12,062
4892
$221K ﹤0.01%
20,025
+241
4893
$221K ﹤0.01%
21,836
+13,264
4894
$221K ﹤0.01%
13,534
-4,572
4895
$220K ﹤0.01%
12,450
-12,341
4896
$220K ﹤0.01%
12,729
-275
4897
$219K ﹤0.01%
7,087
-128,503
4898
$219K ﹤0.01%
2,049
+323
4899
$219K ﹤0.01%
10,162
-1,649
4900
$219K ﹤0.01%
12,629
-1,123
194 195
196
197 198