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
3251
$5.59M ﹤0.01%
56,369
+18,963
3252
$5.58M ﹤0.01%
134,941
+4,141
3253
$5.58M ﹤0.01%
308,703
-11,679
3254
$5.57M ﹤0.01%
17,945
+13,061
3255
$5.57M ﹤0.01%
449,696
+37,892
3256
$5.56M ﹤0.01%
407,939
+382,003
3257
$5.55M ﹤0.01%
231,149
-65,453
3258
$5.54M ﹤0.01%
284,366
-76,573
3259
$5.54M ﹤0.01%
132,672
-48,768
3260
$5.54M ﹤0.01%
3,337,045
-4,988,060
3261
$5.53M ﹤0.01%
158,922
+41,938
3262
$5.53M ﹤0.01%
+100,371
3263
$5.52M ﹤0.01%
704,569
+384,128
3264
$5.52M ﹤0.01%
132,319
-320,257
3265
$5.52M ﹤0.01%
214,939
-45,662
3266
$5.49M ﹤0.01%
70,197
+3,194
3267
$5.49M ﹤0.01%
440,599
+15,430
3268
$5.49M ﹤0.01%
334,326
+72,409
3269
$5.48M ﹤0.01%
140,823
-6,515
3270
$5.48M ﹤0.01%
73,094
+67,242
3271
$5.45M ﹤0.01%
226,532
-51,494
3272
$5.44M ﹤0.01%
87,381
-30,579
3273
$5.44M ﹤0.01%
198,884
-181,911
3274
$5.44M ﹤0.01%
323,847
+68,317
3275
$5.44M ﹤0.01%
109,124
-40,892