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
3276
$5.43M ﹤0.01%
189,181
-15,674
3277
$5.43M ﹤0.01%
464,287
-763,447
3278
$5.43M ﹤0.01%
151,089
+23,849
3279
$5.42M ﹤0.01%
110,763
-13,885
3280
$5.42M ﹤0.01%
11,074
+9,053
3281
$5.42M ﹤0.01%
235,603
-400
3282
$5.4M ﹤0.01%
700,633
-5,512
3283
$5.4M ﹤0.01%
1,258,811
-154,098
3284
$5.4M ﹤0.01%
172,412
-179,869
3285
$5.39M ﹤0.01%
179,255
-52,315
3286
$5.39M ﹤0.01%
2,321,424
+1,273,217
3287
$5.38M ﹤0.01%
130,948
+17,569
3288
$5.38M ﹤0.01%
22,635
-24,774
3289
$5.38M ﹤0.01%
423,379
+8,748
3290
$5.37M ﹤0.01%
43,856
+19,623
3291
$5.36M ﹤0.01%
290,960
-337,035
3292
$5.35M ﹤0.01%
300,502
+12,482
3293
$5.35M ﹤0.01%
240,214
-206,251
3294
$5.35M ﹤0.01%
102,423
+34,646
3295
$5.35M ﹤0.01%
468,215
-330,505
3296
$5.35M ﹤0.01%
121,410
+118,119
3297
$5.34M ﹤0.01%
31,183
-3,923
3298
$5.34M ﹤0.01%
4,903,716
-610,108
3299
$5.34M ﹤0.01%
90,364
+2,304
3300
$5.34M ﹤0.01%
137,515
-14,637
130 131
132
133 134