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
2601
$10.2M ﹤0.01%
335,844
-37,622
2602
$10.2M ﹤0.01%
820,895
-462,390
2603
$10.2M ﹤0.01%
578,841
-60,550
2604
$10.2M ﹤0.01%
705,115
-33,405
2605
$10.2M ﹤0.01%
93,992
-13,206
2606
$10.2M ﹤0.01%
191,221
+12,873
2607
$10.2M ﹤0.01%
187,532
-34,761
2608
$10.2M ﹤0.01%
1,150,457
+65,361
2609
$10.2M ﹤0.01%
95,342
-279,977
2610
$10.2M ﹤0.01%
488,325
+233,418
2611
$10.2M ﹤0.01%
445,305
+213,590
2612
$10.2M ﹤0.01%
469,397
-1,952
2613
$10.1M ﹤0.01%
200,694
+42,172
2614
$10.1M ﹤0.01%
211,432
-344,560
2615
$10.1M ﹤0.01%
337,132
+47,463
2616
$10.1M ﹤0.01%
2,849,190
+312,377
2617
$10.1M ﹤0.01%
687,957
+229,377
2618
$10.1M ﹤0.01%
789,852
+102,204
2619
$10.1M ﹤0.01%
187,864
-237,792
2620
$10.1M ﹤0.01%
352,777
+27,012
2621
$10.1M ﹤0.01%
540,440
-9,679
2622
$10.1M ﹤0.01%
725,156
-82,345
2623
$10.1M ﹤0.01%
112,552
+18,682
2624
$10.1M ﹤0.01%
422,819
+78,134
2625
$10.1M ﹤0.01%
1,312,193
+261,005
103 104
105
106 107