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
5551
$48K ﹤0.01%
+1,331
5552
$48K ﹤0.01%
8,290
+1,676
5553
$48K ﹤0.01%
12,779
5554
$48K ﹤0.01%
+520
5555
$48K ﹤0.01%
9,190
-5,349
5556
$48K ﹤0.01%
8,481
-1,828
5557
$47K ﹤0.01%
68
+48
5558
$47K ﹤0.01%
2,000
5559
$47K ﹤0.01%
1,200
5560
$47K ﹤0.01%
3,584
+2,604
5561
$47K ﹤0.01%
1,907
-1,753
5562
$47K ﹤0.01%
4,400
5563
$46K ﹤0.01%
1,342
+275
5564
$46K ﹤0.01%
4,825
-565
5565
$46K ﹤0.01%
1,515
-2,051
5566
$46K ﹤0.01%
26
-29
5567
$46K ﹤0.01%
91,300
+90,400
5568
$45K ﹤0.01%
1,050
+411
5569
$45K ﹤0.01%
+1,732
5570
$45K ﹤0.01%
4,492
-11,818
5571
$45K ﹤0.01%
7,374
-15,104
5572
$44K ﹤0.01%
+8,047
5573
$44K ﹤0.01%
2,912
5574
$44K ﹤0.01%
+170,281
5575
$44K ﹤0.01%
1,048
221 222
223
224 225