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
3126
$6.33M ﹤0.01%
83,652
+8,662
3127
$6.33M ﹤0.01%
81,090
+56,224
3128
$6.33M ﹤0.01%
114,379
-79,325
3129
$6.32M ﹤0.01%
415,690
-63,468
3130
$6.31M ﹤0.01%
370,619
-376,374
3131
$6.31M ﹤0.01%
435,169
-224,242
3132
$6.3M ﹤0.01%
427,790
-182,389
3133
$6.3M ﹤0.01%
37,644
-8,391
3134
$6.29M ﹤0.01%
1,930,781
+691,486
3135
$6.29M ﹤0.01%
65,602
-57,799
3136
$6.29M ﹤0.01%
447,326
+384,256
3137
$6.28M ﹤0.01%
126,856
+28,593
3138
$6.28M ﹤0.01%
158,450
+42,141
3139
$6.27M ﹤0.01%
222,067
-47,949
3140
$6.27M ﹤0.01%
276,404
+71,047
3141
$6.27M ﹤0.01%
153,326
-46,526
3142
$6.27M ﹤0.01%
106,073
-12,351
3143
$6.26M ﹤0.01%
341,600
+9,692
3144
$6.25M ﹤0.01%
175,978
+25,670
3145
$6.25M ﹤0.01%
268,717
-23,700
3146
$6.24M ﹤0.01%
+100,054
3147
$6.23M ﹤0.01%
14,962
-9,646
3148
$6.23M ﹤0.01%
2,830,758
+13
3149
$6.22M ﹤0.01%
48,059
-10,486
3150
$6.22M ﹤0.01%
62,387
+25,539
124 125
126
127 128