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
3001
$7.13M ﹤0.01%
55,138
-9,701
3002
$7.12M ﹤0.01%
664,509
+94,922
3003
$7.12M ﹤0.01%
72,193
+6,805
3004
$7.12M ﹤0.01%
73,226
+9,002
3005
$7.12M ﹤0.01%
172,770
+37,193
3006
$7.11M ﹤0.01%
929,902
+63,419
3007
$7.11M ﹤0.01%
133,187
+83,349
3008
$7.11M ﹤0.01%
695,527
+186,065
3009
$7.09M ﹤0.01%
172
-102
3010
$7.09M ﹤0.01%
825,044
+693,335
3011
$7.08M ﹤0.01%
971,691
-857,974
3012
$7.07M ﹤0.01%
492,155
+87,448
3013
$7.06M ﹤0.01%
128,919
+38,042
3014
$7.06M ﹤0.01%
419,394
+223,366
3015
$7.05M ﹤0.01%
242,570
+32,287
3016
$7.04M ﹤0.01%
499,766
-12,448
3017
$7.03M ﹤0.01%
187,519
+20,634
3018
$7.01M ﹤0.01%
1,121,870
-685,627
3019
$7.01M ﹤0.01%
1,605,084
+531,683
3020
$7M ﹤0.01%
136,466
+41,686
3021
$7M ﹤0.01%
359,964
-165,325
3022
$6.98M ﹤0.01%
265,155
-45,741
3023
$6.97M ﹤0.01%
137,711
-146,147
3024
$6.97M ﹤0.01%
153,206
+65,575
3025
$6.97M ﹤0.01%
286,986
-33,262
119 120
121
122 123