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
2501
$11.4M ﹤0.01%
+417,820
2502
$11.4M ﹤0.01%
120,438
-30,578
2503
$11.3M ﹤0.01%
71,413
-130,040
2504
$11.3M ﹤0.01%
777,016
+157,149
2505
$11.3M ﹤0.01%
228,790
+48,300
2506
$11.3M ﹤0.01%
3,340,710
+3,080,193
2507
$11.3M ﹤0.01%
241,752
-73,970
2508
$11.3M ﹤0.01%
85,977
+33,365
2509
$11.3M ﹤0.01%
391,374
+31,053
2510
$11.3M ﹤0.01%
597,742
+146,541
2511
$11.2M ﹤0.01%
295,807
-238,650
2512
$11.2M ﹤0.01%
1,004,793
-263,728
2513
$11.2M ﹤0.01%
274,905
+90,368
2514
$11.2M ﹤0.01%
830,056
+289,962
2515
$11.2M ﹤0.01%
63,935
-2,415
2516
$11.2M ﹤0.01%
117,526
-140,630
2517
$11.2M ﹤0.01%
231,306
+42,070
2518
$11.2M ﹤0.01%
225,843
+43,519
2519
$11.2M ﹤0.01%
168,155
-91,578
2520
$11.2M ﹤0.01%
244,025
-430,744
2521
$11.2M ﹤0.01%
269,265
-75,371
2522
$11.2M ﹤0.01%
103,718
+80,141
2523
$11.2M ﹤0.01%
398,202
-169,560
2524
$11.1M ﹤0.01%
1,048,250
+240,549
2525
$11.1M ﹤0.01%
220,332
-20,995
99 100
101
102 103