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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
5701
$31K ﹤0.01%
636
-453
5702
$31K ﹤0.01%
1,026
-816
5703
$31K ﹤0.01%
702
5704
$31K ﹤0.01%
799
+699
5705
– –
0
5706
$31K ﹤0.01%
13,337
-2,500
5707
$31K ﹤0.01%
10,775
-30,099
5708
$31K ﹤0.01%
11,753
5709
$31K ﹤0.01%
28,507
+28,307
5710
$30K ﹤0.01%
2,340
-7,873
5711
$30K ﹤0.01%
7,654
-5,310
5712
$30K ﹤0.01%
7,484
5713
$30K ﹤0.01%
+1,296
5714
$30K ﹤0.01%
2,450
-504
5715
$30K ﹤0.01%
447
-788
5716
$30K ﹤0.01%
4,265
-122,551
5717
$30K ﹤0.01%
11,207
-37,320
5718
$30K ﹤0.01%
+1,176
5719
$30K ﹤0.01%
3,233
5720
$30K ﹤0.01%
166
-310
5721
$30K ﹤0.01%
430
5722
$30K ﹤0.01%
2,110
-4,537
5723
$30K ﹤0.01%
5,644
-8,478
5724
$29K ﹤0.01%
3,759
-987
5725
$29K ﹤0.01%
104
-73
227 228
229
230 231