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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
6026
$12K ﹤0.01%
4,083
-2,695
6027
$12K ﹤0.01%
1,464
-10,737
6028
$12K ﹤0.01%
657
-1,065
6029
$12K ﹤0.01%
210
6030
$12K ﹤0.01%
1,694
-5,263
6031
$12K ﹤0.01%
1,208
-3,684
6032
$12K ﹤0.01%
601
-400
6033
$12K ﹤0.01%
2,500
6034
$12K ﹤0.01%
276
6035
$11K ﹤0.01%
1,100
6036
$11K ﹤0.01%
19,717
-1,100,836
6037
$11K ﹤0.01%
276
-937
6038
$11K ﹤0.01%
1,192
-2,940
6039
$11K ﹤0.01%
11,000
6040
$11K ﹤0.01%
331
6041
$11K ﹤0.01%
879
-1,142
6042
$11K ﹤0.01%
3,560
6043
$11K ﹤0.01%
+345
6044
$11K ﹤0.01%
450
-1,687
6045
$11K ﹤0.01%
1,336
6046
$11K ﹤0.01%
+448
6047
$11K ﹤0.01%
3,235
-160
6048
$11K ﹤0.01%
1,012
+1,000
6049
– –
0
6050
$11K ﹤0.01%
1,509
-3,986
240 241
242
243 244