We are live on ! Find out more
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
6376
$2K ﹤0.01%
628
+20
6377
$2K ﹤0.01%
200
+181
6378
$2K ﹤0.01%
87
-806
6379
$2K ﹤0.01%
519
6380
$2K ﹤0.01%
+8
6381
$2K ﹤0.01%
1,156
-2
6382
$2K ﹤0.01%
335
6383
$2K ﹤0.01%
101
-220
6384
$2K ﹤0.01%
+6
6385
$2K ﹤0.01%
50
+25
6386
$2K ﹤0.01%
14
-6
6387
$2K ﹤0.01%
172
-103
6388
$2K ﹤0.01%
48
6389
$2K ﹤0.01%
+8,553
6390
$2K ﹤0.01%
501
6391
$2K ﹤0.01%
179
-69
6392
$2K ﹤0.01%
+648
6393
$2K ﹤0.01%
+180
6394
$2K ﹤0.01%
150
6395
$2K ﹤0.01%
+170
6396
$2K ﹤0.01%
161
-115
6397
$2K ﹤0.01%
+178
6398
$2K ﹤0.01%
+115
6399
$2K ﹤0.01%
600
6400
$2K ﹤0.01%
+21,605
254 255
256
257 258