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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
5976
$14K ﹤0.01%
3,178
5977
$14K ﹤0.01%
+2,808
5978
$14K ﹤0.01%
2,331
-5,237
5979
$14K ﹤0.01%
+1,398
5980
$14K ﹤0.01%
1,008
5981
$14K ﹤0.01%
795
-1,233
5982
$14K ﹤0.01%
5,400
+3,067
5983
$14K ﹤0.01%
1,336
-1,312
5984
$13K ﹤0.01%
772
5985
$13K ﹤0.01%
69
-48
5986
$13K ﹤0.01%
500
5987
$13K ﹤0.01%
+2,371
5988
$13K ﹤0.01%
1,598
+838
5989
$13K ﹤0.01%
470
5990
$13K ﹤0.01%
102
-171
5991
$13K ﹤0.01%
32
-6,094
5992
$13K ﹤0.01%
2,340
+759
5993
$13K ﹤0.01%
840
5994
$13K ﹤0.01%
560
-656
5995
$13K ﹤0.01%
941
+496
5996
$13K ﹤0.01%
285
-225
5997
$13K ﹤0.01%
+1,249
5998
$13K ﹤0.01%
+3,400
5999
$13K ﹤0.01%
5,231
-10,168
6000
$13K ﹤0.01%
6,397
-16,585
238 239
240
241 242