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
2901
$7.74M ﹤0.01%
1,360,719
+92,443
2902
$7.73M ﹤0.01%
180,509
-65,054
2903
$7.73M ﹤0.01%
1,450,504
+231,002
2904
$7.72M ﹤0.01%
139,424
-11,135
2905
$7.72M ﹤0.01%
150,380
+13,580
2906
$7.72M ﹤0.01%
1,459,861
-3,082,133
2907
$7.7M ﹤0.01%
303,944
-57,866
2908
$7.7M ﹤0.01%
866,620
-152,981
2909
$7.69M ﹤0.01%
243,700
-162,765
2910
$7.69M ﹤0.01%
56,981
-7,879
2911
$7.69M ﹤0.01%
326,509
+47,282
2912
$7.69M ﹤0.01%
446,773
+15,625
2913
$7.68M ﹤0.01%
378,347
+182,069
2914
$7.68M ﹤0.01%
97,778
+1,009
2915
$7.67M ﹤0.01%
62,358
-14,851
2916
$7.66M ﹤0.01%
252,043
-69,813
2917
$7.66M ﹤0.01%
561,269
-79,220
2918
$7.63M ﹤0.01%
145,365
+3,331
2919
$7.63M ﹤0.01%
114,323
-47,791
2920
$7.62M ﹤0.01%
84,398
+47,824
2921
$7.6M ﹤0.01%
951,677
+757,733
2922
$7.6M ﹤0.01%
186,357
+60,027
2923
$7.59M ﹤0.01%
145,835
-11,002
2924
$7.58M ﹤0.01%
180,684
+643
2925
$7.58M ﹤0.01%
145,306
-67,949
115 116
117
118 119