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
3351
$5.04M ﹤0.01%
319,231
-572,435
3352
$5.04M ﹤0.01%
247,805
+193,637
3353
$5.02M ﹤0.01%
271,903
-31,542
3354
$5.02M ﹤0.01%
371,602
+110,386
3355
$5M ﹤0.01%
331,749
-121,394
3356
$5M ﹤0.01%
543,543
+116,762
3357
$4.99M ﹤0.01%
612,713
+59,725
3358
$4.99M ﹤0.01%
204,227
+94,416
3359
$4.98M ﹤0.01%
63,923
-95,210
3360
$4.98M ﹤0.01%
132,057
-25,668
3361
$4.98M ﹤0.01%
279,884
+183,432
3362
$4.97M ﹤0.01%
31,829
-5,428
3363
$4.97M ﹤0.01%
338,090
-264,455
3364
$4.97M ﹤0.01%
1,182,680
+1,110,592
3365
$4.97M ﹤0.01%
114,363
-4,428
3366
$4.96M ﹤0.01%
745,418
-77,811
3367
$4.96M ﹤0.01%
382,501
+41,184
3368
$4.96M ﹤0.01%
335,518
+241,492
3369
$4.95M ﹤0.01%
53,385
-6,042
3370
$4.95M ﹤0.01%
116,218
+75,074
3371
$4.95M ﹤0.01%
875,870
-10,399
3372
$4.95M ﹤0.01%
159,272
-19,835
3373
$4.94M ﹤0.01%
345,279
-696,725
3374
$4.94M ﹤0.01%
248,049
-22,340
3375
$4.93M ﹤0.01%
1,004,064
+350,657
133 134
135
136 137