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
2651
$9.88M ﹤0.01%
6,541
+6,469
2652
$9.87M ﹤0.01%
356,834
-12,074
2653
$9.86M ﹤0.01%
248,833
+120,023
2654
$9.86M ﹤0.01%
2,373
+2,215
2655
$9.85M ﹤0.01%
136,011
+37,684
2656
$9.85M ﹤0.01%
133,866
+60,696
2657
$9.83M ﹤0.01%
143,054
-94,386
2658
$9.83M ﹤0.01%
210,314
+5,138
2659
$9.83M ﹤0.01%
195,695
-21,126
2660
$9.81M ﹤0.01%
146,400
-39,168
2661
$9.81M ﹤0.01%
376,878
+288,457
2662
$9.79M ﹤0.01%
81,520
-100,282
2663
$9.79M ﹤0.01%
705,967
-277,083
2664
$9.78M ﹤0.01%
1,268,985
-13,851
2665
$9.78M ﹤0.01%
95,768
+24,764
2666
$9.76M ﹤0.01%
305,573
-116,387
2667
$9.76M ﹤0.01%
435,325
+162,513
2668
$9.76M ﹤0.01%
147,276
+39,260
2669
$9.71M ﹤0.01%
155,748
-38,593
2670
$9.69M ﹤0.01%
72,066
-11,748
2671
$9.68M ﹤0.01%
334,822
+145,751
2672
$9.67M ﹤0.01%
487,769
-141,626
2673
$9.67M ﹤0.01%
933,673
+66,785
2674
$9.67M ﹤0.01%
423,633
+89,770
2675
$9.67M ﹤0.01%
936,311
-674,998