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
3401
$4.83M ﹤0.01%
212,378
+48,900
3402
$4.83M ﹤0.01%
85,166
-35,262
3403
$4.82M ﹤0.01%
153,413
-14,377
3404
$4.82M ﹤0.01%
352,861
-71,382
3405
$4.8M ﹤0.01%
95,022
+50,158
3406
$4.8M ﹤0.01%
56,295
-9,249
3407
$4.8M ﹤0.01%
134,272
-19,804
3408
$4.79M ﹤0.01%
242,863
+7,426
3409
$4.79M ﹤0.01%
219,010
-8,950
3410
$4.79M ﹤0.01%
65,094
-13,210
3411
$4.79M ﹤0.01%
178,425
+3,786
3412
$4.79M ﹤0.01%
119,338
+7,958
3413
$4.78M ﹤0.01%
75,596
+2,584
3414
$4.78M ﹤0.01%
79,821
-26,408
3415
$4.77M ﹤0.01%
375,890
-622,763
3416
$4.77M ﹤0.01%
106,410
+8,663
3417
$4.76M ﹤0.01%
189,498
-58,317
3418
$4.75M ﹤0.01%
114,607
+85,418
3419
$4.75M ﹤0.01%
352,459
+4,634
3420
$4.75M ﹤0.01%
61,724
+26,504
3421
$4.75M ﹤0.01%
237,668
-46,367
3422
$4.74M ﹤0.01%
113,887
-12,727
3423
$4.74M ﹤0.01%
134,550
-70,876
3424
$4.74M ﹤0.01%
262,498
-610,060
3425
$4.74M ﹤0.01%
378,277
+116,287
135 136
137
138 139