Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

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
6526
$0 ﹤0.01%
18
-25,868
6527
$0 ﹤0.01%
+60
6528
– –
-4,965
6529
– –
-2,630
6530
– –
-232,066
6531
$0 ﹤0.01%
100
6532
– –
-39,631
6533
– –
-978,565
6534
– –
-9,599
6535
– –
-9,198
6536
– –
-1,000
6537
$0 ﹤0.01%
5
6538
$0 ﹤0.01%
+125
6539
– –
-10,699
6540
$0 ﹤0.01%
57
6541
– –
-95
6542
$0 ﹤0.01%
2
-500
6543
– –
-188
6544
– –
-9,623
6545
– –
-40,472
6546
– –
-1,189,122
6547
– –
0
6548
$0 ﹤0.01%
+162
6549
$0 ﹤0.01%
1
6550
– –
-7,045
260 261
262
263 264