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
3051
$6.76M ﹤0.01%
396,880
+65,703
3052
$6.76M ﹤0.01%
241,186
+90,973
3053
$6.75M ﹤0.01%
279,313
+98,219
3054
$6.75M ﹤0.01%
456,929
+15,158
3055
$6.75M ﹤0.01%
854,712
+134,299
3056
$6.75M ﹤0.01%
1,385,804
-341,105
3057
$6.73M ﹤0.01%
389,483
+191,959
3058
$6.73M ﹤0.01%
2,155,739
-11,308
3059
$6.72M ﹤0.01%
645,334
+320,457
3060
$6.71M ﹤0.01%
115,937
+115,511
3061
$6.71M ﹤0.01%
11,922
-2,154
3062
$6.69M ﹤0.01%
63,324
+9,636
3063
$6.69M ﹤0.01%
174,181
-86,311
3064
$6.68M ﹤0.01%
69,184
-416,648
3065
$6.67M ﹤0.01%
805,985
-1,141,908
3066
$6.67M ﹤0.01%
66,568
-10,666
3067
$6.67M ﹤0.01%
145,560
-363,434
3068
$6.67M ﹤0.01%
544,145
+46,890
3069
$6.67M ﹤0.01%
1,621,499
+996,992
3070
$6.66M ﹤0.01%
108,011
+26,284
3071
$6.65M ﹤0.01%
688,249
-267,523
3072
$6.65M ﹤0.01%
59,234
+28,849
3073
$6.64M ﹤0.01%
100,933
-33,284
3074
$6.63M ﹤0.01%
125,310
-70,569
3075
$6.63M ﹤0.01%
32,851
+10,637
121 122
123
124 125