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
5801
$24K ﹤0.01%
627
-1,526
5802
$24K ﹤0.01%
+1,100
5803
$24K ﹤0.01%
532
5804
$24K ﹤0.01%
963
-1,448
5805
$24K ﹤0.01%
+600
5806
$24K ﹤0.01%
2,291
5807
$24K ﹤0.01%
1,010
5808
$24K ﹤0.01%
3,563
+1,290
5809
$23K ﹤0.01%
804
5810
$23K ﹤0.01%
4,740
5811
$23K ﹤0.01%
857
+600
5812
$23K ﹤0.01%
199
-74
5813
$23K ﹤0.01%
4,050
+2,875
5814
$23K ﹤0.01%
20
-13
5815
$23K ﹤0.01%
1,090
-9,272
5816
$23K ﹤0.01%
4,729
-11,010
5817
$23K ﹤0.01%
1,312
-3,227
5818
$23K ﹤0.01%
361
5819
$23K ﹤0.01%
600
+443
5820
$23K ﹤0.01%
939
-1,914
5821
$23K ﹤0.01%
+900
5822
$23K ﹤0.01%
8,400
-6,502
5823
$23K ﹤0.01%
139
+126
5824
$23K ﹤0.01%
1,733
-9,095
5825
$23K ﹤0.01%
20,085
231 232
233
234 235