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
5526
$52K ﹤0.01%
+9,619
5527
$52K ﹤0.01%
7,811
-18,118
5528
$52K ﹤0.01%
1,609
+66
5529
$52K ﹤0.01%
2,239
+972
5530
$52K ﹤0.01%
13,600
-6,390
5531
$52K ﹤0.01%
+1,000
5532
$51K ﹤0.01%
875
-487
5533
$51K ﹤0.01%
3,325
-2,280
5534
$51K ﹤0.01%
10,795
-7
5535
$51K ﹤0.01%
+2,000
5536
$51K ﹤0.01%
17,915
-183,695
5537
$51K ﹤0.01%
14,267
-7,764
5538
$50K ﹤0.01%
+1,650
5539
$50K ﹤0.01%
2,938
-3,176
5540
$50K ﹤0.01%
+420
5541
$50K ﹤0.01%
53,383
-31,163
5542
$50K ﹤0.01%
6,076
-2,566
5543
$50K ﹤0.01%
19,140
-2,353
5544
$49K ﹤0.01%
7,575
-2,410
5545
$49K ﹤0.01%
1,463
-1,030
5546
$49K ﹤0.01%
231
-941
5547
$49K ﹤0.01%
9,566
-14,044
5548
$49K ﹤0.01%
1,685
-803
5549
$49K ﹤0.01%
12,001
-8,879
5550
$49K ﹤0.01%
4,408
-1,550
220 221
222
223 224