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
3101
$6.51M ﹤0.01%
481,002
-520,936
3102
$6.5M ﹤0.01%
155,733
-28,192
3103
$6.5M ﹤0.01%
264,829
+86,741
3104
$6.49M ﹤0.01%
73,215
-27,878
3105
$6.48M ﹤0.01%
214,436
+82,151
3106
$6.46M ﹤0.01%
258,215
+203,545
3107
$6.43M ﹤0.01%
2,329,880
+376,782
3108
$6.42M ﹤0.01%
156,119
-78,254
3109
$6.42M ﹤0.01%
100,737
+22,875
3110
$6.41M ﹤0.01%
1,112,012
-445,877
3111
$6.4M ﹤0.01%
63,751
-17,792
3112
$6.4M ﹤0.01%
+500,252
3113
$6.39M ﹤0.01%
76,513
-19,580
3114
$6.39M ﹤0.01%
2,033,852
+1,903,527
3115
$6.37M ﹤0.01%
648,233
+195,304
3116
$6.37M ﹤0.01%
90,904
-3,631
3117
$6.36M ﹤0.01%
356,435
-4,032
3118
$6.36M ﹤0.01%
73,503
-55,808
3119
$6.36M ﹤0.01%
61,934
-17,195
3120
$6.36M ﹤0.01%
69,899
-18,195
3121
$6.35M ﹤0.01%
1,054,906
+243,855
3122
$6.35M ﹤0.01%
152,172
-27,551
3123
$6.34M ﹤0.01%
41,645
+309
3124
$6.33M ﹤0.01%
131,798
-112,357
3125
$6.33M ﹤0.01%
1,053,927
-322,187
123 124
125
126 127