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
2676
$9.66M ﹤0.01%
604,406
+536,151
2677
$9.66M ﹤0.01%
103,040
-8,325
2678
$9.66M ﹤0.01%
113,645
+9,432
2679
$9.63M ﹤0.01%
413,358
+622
2680
$9.61M ﹤0.01%
183,040
-60,215
2681
$9.59M ﹤0.01%
159,681
+157,374
2682
$9.57M ﹤0.01%
407,353
+246,882
2683
$9.57M ﹤0.01%
280,380
+1,496
2684
$9.56M ﹤0.01%
215,100
+17,148
2685
$9.55M ﹤0.01%
177,079
-70,204
2686
$9.54M ﹤0.01%
53,974
-13,661
2687
$9.54M ﹤0.01%
482,855
-412,798
2688
$9.52M ﹤0.01%
359,132
+30,726
2689
$9.51M ﹤0.01%
196,044
-30,729
2690
$9.49M ﹤0.01%
249,513
+65,692
2691
$9.49M ﹤0.01%
296,641
+196,751
2692
$9.48M ﹤0.01%
195,249
+161,393
2693
$9.48M ﹤0.01%
962,276
-492,963
2694
$9.47M ﹤0.01%
2,762,482
+26,950
2695
$9.46M ﹤0.01%
1,098,412
-45,382
2696
$9.45M ﹤0.01%
56,078
+27,473
2697
$9.44M ﹤0.01%
81,438
+18,926
2698
$9.44M ﹤0.01%
398,256
+140,985
2699
$9.44M ﹤0.01%
318,184
+180,713
2700
$9.39M ﹤0.01%
581,534
-363,245