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
2576
$10.5M ﹤0.01%
47,304
+13,634
2577
$10.5M ﹤0.01%
47,511
+13,660
2578
$10.5M ﹤0.01%
257,487
-27,540
2579
$10.5M ﹤0.01%
141,928
+8,039
2580
$10.5M ﹤0.01%
580,743
+110,990
2581
$10.5M ﹤0.01%
275,440
-44,799
2582
$10.5M ﹤0.01%
139,197
+9,085
2583
$10.4M ﹤0.01%
577,306
+283,994
2584
$10.4M ﹤0.01%
220,033
-34,118
2585
$10.4M ﹤0.01%
172,960
-2,836
2586
$10.4M ﹤0.01%
50
2587
$10.4M ﹤0.01%
329,831
-151,113
2588
$10.4M ﹤0.01%
189,475
+59,592
2589
$10.4M ﹤0.01%
147,176
+55,237
2590
$10.4M ﹤0.01%
252,928
+175,838
2591
$10.4M ﹤0.01%
293,230
+285,156
2592
$10.4M ﹤0.01%
34,609
+3,697
2593
$10.4M ﹤0.01%
286,616
+39,456
2594
$10.4M ﹤0.01%
219,511
+54,593
2595
$10.3M ﹤0.01%
286,116
+239,273
2596
$10.3M ﹤0.01%
34,618
-25,505
2597
$10.3M ﹤0.01%
2,291,912
-308,557
2598
$10.3M ﹤0.01%
140,110
+55,173
2599
$10.3M ﹤0.01%
115,653
+3,999
2600
$10.3M ﹤0.01%
241,512
-4,079,167
102 103
104
105 106