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
6001
$13K ﹤0.01%
119
-7,800
6002
$13K ﹤0.01%
3,164
+2,730
6003
$13K ﹤0.01%
+1,000
6004
$13K ﹤0.01%
6,640
-13,128
6005
$12K ﹤0.01%
+220,970
6006
$12K ﹤0.01%
33,323
-61,091
6007
$12K ﹤0.01%
208
+176
6008
$12K ﹤0.01%
74
-17
6009
$12K ﹤0.01%
318
-1,385
6010
$12K ﹤0.01%
+31
6011
$12K ﹤0.01%
3,256
-6,036
6012
$12K ﹤0.01%
381
+221
6013
$12K ﹤0.01%
4,176
6014
$12K ﹤0.01%
657
-1,065
6015
$12K ﹤0.01%
210
6016
$12K ﹤0.01%
1,694
-5,263
6017
$12K ﹤0.01%
1,208
-3,684
6018
$12K ﹤0.01%
601
-400
6019
$12K ﹤0.01%
2,500
6020
$12K ﹤0.01%
276
6021
$12K ﹤0.01%
3,511
-1,959
6022
$12K ﹤0.01%
565
-1,283
6023
$12K ﹤0.01%
+373
6024
$12K ﹤0.01%
7,410
+529
6025
$12K ﹤0.01%
461
-162
239 240
241
242 243