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
5951
$15K ﹤0.01%
489
+329
5952
$15K ﹤0.01%
23,130
-6,565
5953
$15K ﹤0.01%
492
-809
5954
$15K ﹤0.01%
5,741
-854
5955
$15K ﹤0.01%
35
5956
$15K ﹤0.01%
20,890
5957
$15K ﹤0.01%
1,500
5958
$15K ﹤0.01%
+1,413
5959
$15K ﹤0.01%
3,832
+357
5960
$14K ﹤0.01%
+1,398
5961
$14K ﹤0.01%
6,900
+5,600
5962
$14K ﹤0.01%
1,300
5963
$14K ﹤0.01%
1,752
-549
5964
$14K ﹤0.01%
1,300
-731
5965
$14K ﹤0.01%
902
-2,838
5966
$14K ﹤0.01%
4,550
5967
$14K ﹤0.01%
639
-3,473
5968
$14K ﹤0.01%
487
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5969
$14K ﹤0.01%
1,755
-2,301
5970
$14K ﹤0.01%
5,400
+3,067
5971
$14K ﹤0.01%
1,336
-1,312
5972
$14K ﹤0.01%
560
-1,423
5973
$14K ﹤0.01%
+6,100
5974
$14K ﹤0.01%
20,590
-5,316
5975
$14K ﹤0.01%
+382
237 238
239
240 241