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
2876
$7.9M ﹤0.01%
171,624
+54,589
2877
$7.88M ﹤0.01%
143,087
+51,821
2878
$7.88M ﹤0.01%
177,480
+57,389
2879
$7.87M ﹤0.01%
108,149
+42,821
2880
$7.85M ﹤0.01%
385,166
-526,313
2881
$7.83M ﹤0.01%
726,099
-271,187
2882
$7.8M ﹤0.01%
132,060
+107,024
2883
$7.8M ﹤0.01%
108,027
-33,681
2884
$7.8M ﹤0.01%
408,358
-225,802
2885
$7.8M ﹤0.01%
198,600
+83,729
2886
$7.8M ﹤0.01%
395,586
-27,783
2887
$7.79M ﹤0.01%
203,412
-63,930
2888
$7.79M ﹤0.01%
233,841
-9,425
2889
$7.79M ﹤0.01%
311,808
+73,634
2890
$7.79M ﹤0.01%
103,096
+20,811
2891
$7.79M ﹤0.01%
2,243,438
-229,283
2892
$7.78M ﹤0.01%
201,805
-680,230
2893
$7.78M ﹤0.01%
66,984
-10,490
2894
$7.77M ﹤0.01%
303,419
+159,423
2895
$7.77M ﹤0.01%
403,103
+120,405
2896
$7.76M ﹤0.01%
634,905
-1,030,960
2897
$7.76M ﹤0.01%
51,852
-135,282
2898
$7.75M ﹤0.01%
84,424
-79,614
2899
$7.75M ﹤0.01%
445,443
-169,052
2900
$7.75M ﹤0.01%
152,192
-40,552
114 115
116
117 118