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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
6601
$0 ﹤0.01%
14
-4
6602
– –
-55,703
6603
$0 ﹤0.01%
232
6604
– –
-247,382
6605
$0 ﹤0.01%
1
6606
$0 ﹤0.01%
90
6607
$0 ﹤0.01%
90
-40,447
6608
$0 ﹤0.01%
2
6609
– –
-14,866
6610
– –
-209
6611
$0 ﹤0.01%
68
6612
$0 ﹤0.01%
18
-25,868
6613
$0 ﹤0.01%
+60
6614
– –
-4,965
6615
– –
-2,630
6616
– –
-232,066
6617
$0 ﹤0.01%
100
6618
– –
-39,631
6619
– –
-978,565
6620
– –
-966
6621
– –
-3,503
6622
– –
-69,926
6623
– –
-55
6624
– –
-30,790
6625
– –
-3,882
263 264
265
266 267