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
3076
$6.62M ﹤0.01%
500,055
-20,582
3077
$6.62M ﹤0.01%
882,953
+6,285
3078
$6.62M ﹤0.01%
155,855
-810,207
3079
$6.62M ﹤0.01%
127,337
-125,975
3080
$6.61M ﹤0.01%
189,060
-525,828
3081
$6.61M ﹤0.01%
151,616
+77,581
3082
$6.59M ﹤0.01%
358,616
+180,259
3083
$6.59M ﹤0.01%
666,300
-20,710
3084
$6.58M ﹤0.01%
132,536
-114,600
3085
$6.58M ﹤0.01%
117,423
-194,833
3086
$6.57M ﹤0.01%
297,159
-3,368,972
3087
$6.57M ﹤0.01%
113,228
-26,229
3088
$6.57M ﹤0.01%
169,854
-14,776
3089
$6.56M ﹤0.01%
428,741
+128,832
3090
$6.56M ﹤0.01%
164,098
-110,028
3091
$6.55M ﹤0.01%
205,877
+202,220
3092
$6.55M ﹤0.01%
52,755
+28,995
3093
$6.54M ﹤0.01%
90,208
-5,277
3094
$6.54M ﹤0.01%
46,658
-12,993
3095
$6.54M ﹤0.01%
85,693
+6,687
3096
$6.53M ﹤0.01%
74,745
+9,040
3097
$6.53M ﹤0.01%
315,920
-66,208
3098
$6.53M ﹤0.01%
401,595
+3,254
3099
$6.52M ﹤0.01%
152,024
+51,679
3100
$6.51M ﹤0.01%
118,648
-12,223
122 123
124
125 126