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
2726
$9.16M ﹤0.01%
143,967
-63,734
2727
$9.15M ﹤0.01%
334,102
-34,486
2728
$9.14M ﹤0.01%
2,223,081
+304,870
2729
$9.14M ﹤0.01%
61,807
-10,176
2730
$9.12M ﹤0.01%
54,995
-456,432
2731
$9.1M ﹤0.01%
385,069
-114,811
2732
$9.1M ﹤0.01%
330,400
-198,572
2733
$9.1M ﹤0.01%
238,556
-177,623
2734
$9.09M ﹤0.01%
219,428
-8,134
2735
$9.03M ﹤0.01%
404,184
-267,694
2736
$9.02M ﹤0.01%
172,146
+86,830
2737
$9.01M ﹤0.01%
124,507
+42,540
2738
$9.01M ﹤0.01%
1,125,618
+60,991
2739
$8.99M ﹤0.01%
379,369
-686,111
2740
$8.98M ﹤0.01%
369,126
-204,367
2741
$8.98M ﹤0.01%
5,830,446
-710,103
2742
$8.97M ﹤0.01%
327,791
+158,792
2743
$8.97M ﹤0.01%
621,372
+57,560
2744
$8.95M ﹤0.01%
262,488
+80,309
2745
$8.95M ﹤0.01%
714,372
-100,883
2746
$8.95M ﹤0.01%
60,814
+13,628
2747
$8.95M ﹤0.01%
108,826
+23,071
2748
$8.94M ﹤0.01%
54,832
+974
2749
$8.93M ﹤0.01%
105,089
-12,109
2750
$8.93M ﹤0.01%
278,420
-698,128
108 109
110
111 112