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
2851
$8.06M ﹤0.01%
315,997
-142,804
2852
$8.04M ﹤0.01%
169,504
+31,086
2853
$8.02M ﹤0.01%
81,366
+14,891
2854
$8.02M ﹤0.01%
240,522
-767,070
2855
$8M ﹤0.01%
337,970
-98,999
2856
$7.99M ﹤0.01%
128,255
-1,311
2857
$7.99M ﹤0.01%
653,762
+257,951
2858
$7.98M ﹤0.01%
86,611
-24,475
2859
$7.97M ﹤0.01%
119,540
-26,747
2860
$7.97M ﹤0.01%
67,254
+26,435
2861
$7.97M ﹤0.01%
189,762
+23,613
2862
$7.96M ﹤0.01%
172,500
-10,695
2863
$7.96M ﹤0.01%
671,288
+85,581
2864
$7.96M ﹤0.01%
83,403
-6,459
2865
$7.96M ﹤0.01%
104,508
-50,576
2866
$7.96M ﹤0.01%
117,632
+34,810
2867
$7.95M ﹤0.01%
211,611
-192,371
2868
$7.95M ﹤0.01%
30,079
+7,821
2869
$7.95M ﹤0.01%
303,177
+175,094
2870
$7.93M ﹤0.01%
29,937
-11,421
2871
$7.93M ﹤0.01%
326,282
+134,760
2872
$7.92M ﹤0.01%
540,159
-33,487
2873
$7.92M ﹤0.01%
+800,349
2874
$7.91M ﹤0.01%
547,405
+98,521
2875
$7.91M ﹤0.01%
333,075
+13,186
113 114
115
116 117