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
2926
$7.58M ﹤0.01%
517,580
-1,472,289
2927
$7.57M ﹤0.01%
308,921
+284,337
2928
$7.56M ﹤0.01%
197,290
-5,994
2929
$7.56M ﹤0.01%
755,227
+496,044
2930
$7.56M ﹤0.01%
182,257
-32,240
2931
$7.54M ﹤0.01%
169,656
-4,269
2932
$7.54M ﹤0.01%
236,366
+16,696
2933
$7.54M ﹤0.01%
135,037
+26,654
2934
$7.53M ﹤0.01%
296,846
+66,836
2935
$7.53M ﹤0.01%
119,040
-157,627
2936
$7.53M ﹤0.01%
93,377
-29,248
2937
$7.51M ﹤0.01%
155,753
-252,063
2938
$7.51M ﹤0.01%
359,081
+210,334
2939
$7.5M ﹤0.01%
126,603
-5,913
2940
$7.49M ﹤0.01%
789,417
+302,019
2941
$7.47M ﹤0.01%
386,297
+103,518
2942
$7.47M ﹤0.01%
324,636
-207,419
2943
$7.47M ﹤0.01%
262,038
+29,581
2944
$7.47M ﹤0.01%
97,825
+20,688
2945
$7.47M ﹤0.01%
400,783
+334,324
2946
$7.46M ﹤0.01%
562,678
+503,501
2947
$7.46M ﹤0.01%
124,499
-36,469
2948
$7.44M ﹤0.01%
161,494
-4,816
2949
$7.44M ﹤0.01%
99,735
-112,075
2950
$7.44M ﹤0.01%
71,138
-15,236
116 117
118
119 120