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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
5651
$36K ﹤0.01%
9,073
5652
$36K ﹤0.01%
+749
5653
$36K ﹤0.01%
14,402
+12,100
5654
$36K ﹤0.01%
3,333
-709
5655
$36K ﹤0.01%
2,089
+1,090
5656
$36K ﹤0.01%
14,837
5657
$36K ﹤0.01%
10,000
+8,463
5658
$36K ﹤0.01%
52,731
-16,322
5659
$36K ﹤0.01%
9,935
+2,290
5660
$35K ﹤0.01%
2,300
-3,503
5661
$35K ﹤0.01%
14,484
-10,951
5662
$34K ﹤0.01%
+2,450
5663
$34K ﹤0.01%
+1,083
5664
$34K ﹤0.01%
7,216
5665
$34K ﹤0.01%
7,828
-3,496
5666
$34K ﹤0.01%
4,389
-893
5667
$34K ﹤0.01%
+536
5668
$34K ﹤0.01%
1,035
+600
5669
$34K ﹤0.01%
9,878
+4,624
5670
$34K ﹤0.01%
26,675
-10,489
5671
$34K ﹤0.01%
1,767
-1,681
5672
$33K ﹤0.01%
12,400
-96,408
5673
$33K ﹤0.01%
1,079
5674
$33K ﹤0.01%
3,265
-30,542
5675
$33K ﹤0.01%
1,326
-240
225 226
227
228 229