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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5451
$63K ﹤0.01%
6,164
-2,518
5452
$62K ﹤0.01%
4,156
-911
5453
$62K ﹤0.01%
2,406
-38,218
5454
$62K ﹤0.01%
7,528
5455
$62K ﹤0.01%
5,564
-5,836
5456
$62K ﹤0.01%
9,822
5457
$62K ﹤0.01%
7,316
-12,932
5458
$62K ﹤0.01%
4,188
+900
5459
$61K ﹤0.01%
+3,128
5460
$61K ﹤0.01%
4,903
-8,118
5461
$61K ﹤0.01%
9,410
-5,165
5462
$61K ﹤0.01%
24,892
-3,729
5463
$61K ﹤0.01%
1,770
-3
5464
$61K ﹤0.01%
4,650
-2,134
5465
$61K ﹤0.01%
2,000
5466
$61K ﹤0.01%
11,811
+10,578
5467
$61K ﹤0.01%
1,773
+756
5468
$61K ﹤0.01%
686
-593
5469
$61K ﹤0.01%
6,816
-3,924
5470
$61K ﹤0.01%
9
5471
$60K ﹤0.01%
5,382
+1,654
5472
$60K ﹤0.01%
2,285
5473
$60K ﹤0.01%
6,070
-1,999
5474
$60K ﹤0.01%
+1,728
5475
$60K ﹤0.01%
81,114
+41,009
217 218
219
220 221