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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
5601
$42K ﹤0.01%
418
+228
5602
$42K ﹤0.01%
2,587
-1,554
5603
$42K ﹤0.01%
730
5604
$41K ﹤0.01%
6,102
-5,542
5605
$41K ﹤0.01%
8,368
-22
5606
$41K ﹤0.01%
1,697
-2,435
5607
$41K ﹤0.01%
167
-750
5608
$41K ﹤0.01%
35,251
+25,695
5609
$41K ﹤0.01%
15,543
5610
$41K ﹤0.01%
219
-459
5611
$41K ﹤0.01%
23,306
+1,834
5612
$40K ﹤0.01%
5,400
-212,366
5613
$40K ﹤0.01%
4,267
-6,124
5614
$40K ﹤0.01%
735
-1,567
5615
$40K ﹤0.01%
2,224
-989
5616
$40K ﹤0.01%
23,277
+4,448
5617
$40K ﹤0.01%
55
+20
5618
$40K ﹤0.01%
971
-209
5619
$40K ﹤0.01%
6,952
+3,008
5620
$40K ﹤0.01%
1,095
-2,237
5621
$40K ﹤0.01%
1,463
+19
5622
$39K ﹤0.01%
2,225
-3,755
5623
$39K ﹤0.01%
1,644
5624
$39K ﹤0.01%
1,492
+142
5625
$39K ﹤0.01%
1,136
-300
223 224
225
226 227