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
2701
$9.39M ﹤0.01%
566,154
-105,298
2702
$9.38M ﹤0.01%
176,026
+15,462
2703
$9.38M ﹤0.01%
137,764
+83,171
2704
$9.37M ﹤0.01%
179,678
+119,923
2705
$9.36M ﹤0.01%
84,726
-2,180
2706
$9.34M ﹤0.01%
136,418
+60,086
2707
$9.34M ﹤0.01%
134,440
-31,098
2708
$9.3M ﹤0.01%
147,120
+12,616
2709
$9.3M ﹤0.01%
70,890
+7,855
2710
$9.3M ﹤0.01%
445,650
-237,807
2711
$9.29M ﹤0.01%
202,939
+118,705
2712
$9.29M ﹤0.01%
145,953
+12,148
2713
$9.27M ﹤0.01%
447,413
-774,786
2714
$9.25M ﹤0.01%
101,073
-73,526
2715
$9.22M ﹤0.01%
140,247
-39,018
2716
$9.2M ﹤0.01%
88,361
+42,469
2717
$9.2M ﹤0.01%
1,051,012
-53,049
2718
$9.19M ﹤0.01%
212,800
-167
2719
$9.19M ﹤0.01%
261,219
+11,148
2720
$9.19M ﹤0.01%
41,066
-30,908
2721
$9.19M ﹤0.01%
304,737
-41,598
2722
$9.19M ﹤0.01%
53,618
-166,436
2723
$9.18M ﹤0.01%
94,083
-27,127
2724
$9.18M ﹤0.01%
94,910
+13,249
2725
$9.18M ﹤0.01%
219,254
+22,431