Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,793
New
Increased
Reduced
Closed

Top Buys

1
+$3.11B
2
+$1.67B
3
+$1.61B
4
SHOP icon
Shopify
SHOP
+$1.42B
5
RPRX icon
Royalty Pharma
RPRX
+$1.15B

Top Sells

1
+$2.27B
2
+$2.09B
3
+$1.28B
4
META icon
Meta Platforms (Facebook)
META
+$1.27B
5
BABA icon
Alibaba
BABA
+$1.04B

Sector Composition

1 Technology 18.57%
2 Healthcare 9.66%
3 Financials 8.97%
4 Communication Services 8.91%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$11.8M ﹤0.01%
299,177
-3,976
2477
$11.7M ﹤0.01%
211,456
-96,940
2478
$11.7M ﹤0.01%
474,886
-13,841
2479
$11.7M ﹤0.01%
674,831
-539,962
2480
$11.7M ﹤0.01%
342,703
+67,573
2481
$11.6M ﹤0.01%
340,503
+223,649
2482
$11.6M ﹤0.01%
496,978
+137,797
2483
$11.5M ﹤0.01%
425,153
+200,943
2484
$11.5M ﹤0.01%
199,260
-419,726
2485
$11.5M ﹤0.01%
122,089
-1,113
2486
$11.5M ﹤0.01%
88,132
-15,777
2487
$11.5M ﹤0.01%
199,203
+28,653
2488
$11.5M ﹤0.01%
123,423
+28,533
2489
$11.5M ﹤0.01%
250,285
-34,259
2490
$11.5M ﹤0.01%
133,588
+53,754
2491
$11.5M ﹤0.01%
768,736
+39,177
2492
$11.5M ﹤0.01%
263,640
-61,140
2493
$11.4M ﹤0.01%
1,118,587
+386,525
2494
$11.4M ﹤0.01%
2,894,545
+1,580,845
2495
$11.4M ﹤0.01%
197,151
-455,954
2496
$11.4M ﹤0.01%
306,472
+34,081
2497
$11.4M ﹤0.01%
317,224
+56,187
2498
$11.4M ﹤0.01%
195,180
+122,975
2499
$11.4M ﹤0.01%
758,900
-30,072
2500
$11.4M ﹤0.01%
137,566
-684,087
98 99
100
101 102