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
3026
$6.97M ﹤0.01%
169,532
+25,068
3027
$6.96M ﹤0.01%
247,354
+155,503
3028
$6.96M ﹤0.01%
517,095
-56,388
3029
$6.94M ﹤0.01%
433,569
+349,261
3030
$6.93M ﹤0.01%
63,977
-45,746
3031
$6.93M ﹤0.01%
139,470
-15,687
3032
$6.92M ﹤0.01%
269,772
-65,788
3033
$6.92M ﹤0.01%
371,874
+58,186
3034
$6.91M ﹤0.01%
315,111
+15,654
3035
$6.91M ﹤0.01%
289,921
+2,537
3036
$6.91M ﹤0.01%
148,335
+22,050
3037
$6.91M ﹤0.01%
136,028
+120,666
3038
$6.91M ﹤0.01%
212,871
-47,822
3039
$6.89M ﹤0.01%
27,918
+16,005
3040
$6.89M ﹤0.01%
762,561
-660,148
3041
$6.83M ﹤0.01%
165,208
-43,189
3042
$6.83M ﹤0.01%
800,064
+133,998
3043
$6.82M ﹤0.01%
83,133
+2,397
3044
$6.81M ﹤0.01%
98,031
+81,111
3045
$6.8M ﹤0.01%
310,587
-92,605
3046
$6.8M ﹤0.01%
101,327
+22,652
3047
$6.8M ﹤0.01%
163,438
+22,752
3048
$6.78M ﹤0.01%
889,540
-296,554
3049
$6.77M ﹤0.01%
107,959
-14,013
3050
$6.77M ﹤0.01%
739,457
-10,228
120 121
122
123 124