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
2826
$8.21M ﹤0.01%
598,769
-232,195
2827
$8.2M ﹤0.01%
91,029
-95,656
2828
$8.2M ﹤0.01%
97,111
+19,709
2829
$8.19M ﹤0.01%
1,082,954
+319,665
2830
$8.18M ﹤0.01%
156,430
+23,135
2831
$8.17M ﹤0.01%
326,679
+4,695
2832
$8.17M ﹤0.01%
+455,016
2833
$8.17M ﹤0.01%
112,594
-12,918
2834
$8.16M ﹤0.01%
347,940
-1,274,985
2835
$8.16M ﹤0.01%
90,261
-41,808
2836
$8.14M ﹤0.01%
277,685
-1,561
2837
$8.13M ﹤0.01%
202,276
+84,148
2838
$8.11M ﹤0.01%
678,896
+45,152
2839
$8.09M ﹤0.01%
504,199
+265,549
2840
$8.09M ﹤0.01%
433,111
+43,509
2841
$8.09M ﹤0.01%
162,958
-14,172
2842
$8.09M ﹤0.01%
680,225
+63,402
2843
$8.09M ﹤0.01%
402,351
+304,425
2844
$8.08M ﹤0.01%
117,511
-61,611
2845
$8.08M ﹤0.01%
55,667
+4,785
2846
$8.07M ﹤0.01%
480,051
-32,083
2847
$8.07M ﹤0.01%
833,265
+51,248
2848
$8.07M ﹤0.01%
266,155
-1,942,415
2849
$8.07M ﹤0.01%
142,466
+93,505
2850
$8.06M ﹤0.01%
501,821
+294,701