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
3326
$5.17M ﹤0.01%
117,446
-31,086
3327
$5.17M ﹤0.01%
606,955
+461,982
3328
$5.17M ﹤0.01%
153,506
-99,363
3329
$5.17M ﹤0.01%
120,259
+21,845
3330
$5.16M ﹤0.01%
1,040,543
+214,409
3331
$5.15M ﹤0.01%
61,138
+1,280
3332
$5.15M ﹤0.01%
615,857
+65,412
3333
$5.15M ﹤0.01%
66,265
+65,911
3334
$5.14M ﹤0.01%
182,962
+90,634
3335
$5.14M ﹤0.01%
287,173
+110,642
3336
$5.14M ﹤0.01%
254,404
-28,570
3337
$5.13M ﹤0.01%
195,495
-19,905
3338
$5.13M ﹤0.01%
35,528
-55,971
3339
$5.12M ﹤0.01%
758,600
-50,891
3340
$5.12M ﹤0.01%
427,706
+33,228
3341
$5.11M ﹤0.01%
174,698
+45,247
3342
$5.11M ﹤0.01%
74,153
+14,713
3343
$5.11M ﹤0.01%
384,149
+31,899
3344
$5.1M ﹤0.01%
194,671
-33,890
3345
$5.09M ﹤0.01%
49,906
+26,255
3346
$5.09M ﹤0.01%
216,596
-50,371
3347
$5.07M ﹤0.01%
71,028
-50,892
3348
$5.06M ﹤0.01%
6,477
+2,830
3349
$5.06M ﹤0.01%
272,204
+171,891
3350
$5.04M ﹤0.01%
66,887
-17,055
132 133
134
135 136