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
5851
$21K ﹤0.01%
2,200
+700
5852
$21K ﹤0.01%
434
-675
5853
$21K ﹤0.01%
803
-1,070
5854
$21K ﹤0.01%
3,049
5855
$21K ﹤0.01%
11,392
-5,425
5856
$21K ﹤0.01%
260
5857
$21K ﹤0.01%
2,006
+2,004
5858
$21K ﹤0.01%
2,417
-1,658
5859
$21K ﹤0.01%
15,261
5860
$21K ﹤0.01%
3,482
+1,753
5861
$21K ﹤0.01%
9,034
+4,591
5862
$21K ﹤0.01%
7,750
5863
$21K ﹤0.01%
3,108
-2,413
5864
$20K ﹤0.01%
+2,000
5865
$20K ﹤0.01%
+1,673
5866
$20K ﹤0.01%
67
-16
5867
$20K ﹤0.01%
+9,675
5868
$20K ﹤0.01%
1,025
5869
$20K ﹤0.01%
+66,600
5870
$20K ﹤0.01%
1,302
-598
5871
$20K ﹤0.01%
774
-209
5872
$20K ﹤0.01%
1,236
+86
5873
$20K ﹤0.01%
1,376
-1,054
5874
$20K ﹤0.01%
+540
5875
$20K ﹤0.01%
685
-500
233 234
235
236 237