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
2951
$7.44M ﹤0.01%
239,402
+64,005
2952
$7.43M ﹤0.01%
67,661
-78,276
2953
$7.43M ﹤0.01%
258,808
+82,455
2954
$7.43M ﹤0.01%
171,844
-7,653
2955
$7.42M ﹤0.01%
195,836
+78,541
2956
$7.42M ﹤0.01%
64,604
+1,118
2957
$7.41M ﹤0.01%
409,404
+41,397
2958
$7.41M ﹤0.01%
306,764
+144,740
2959
$7.4M ﹤0.01%
150,010
+29,693
2960
$7.39M ﹤0.01%
99,956
-9,719
2961
$7.38M ﹤0.01%
576,508
-51,934
2962
$7.37M ﹤0.01%
558,172
+8,225
2963
$7.34M ﹤0.01%
91,311
+72,687
2964
$7.34M ﹤0.01%
57,722
-33,511
2965
$7.34M ﹤0.01%
161,172
+1,940
2966
$7.33M ﹤0.01%
32,001
+26,647
2967
$7.33M ﹤0.01%
290,768
+21,259
2968
$7.33M ﹤0.01%
402,479
+319,357
2969
$7.32M ﹤0.01%
111,052
-29,048
2970
$7.32M ﹤0.01%
454,947
+194,161
2971
$7.31M ﹤0.01%
159,345
+129,118
2972
$7.29M ﹤0.01%
1,095,272
-734,181
2973
$7.29M ﹤0.01%
77,680
+45,114
2974
$7.28M ﹤0.01%
17,688
+10,133
2975
$7.28M ﹤0.01%
303,515
+236,653
117 118
119
120 121