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
3426
$4.73M ﹤0.01%
298,263
-142,651
3427
$4.73M ﹤0.01%
70,667
-5,113
3428
$4.73M ﹤0.01%
68,366
-16,895
3429
$4.73M ﹤0.01%
138,258
-384,272
3430
$4.72M ﹤0.01%
523,848
+440,980
3431
$4.72M ﹤0.01%
147,463
+1,255
3432
$4.71M ﹤0.01%
54,120
-18,631
3433
$4.71M ﹤0.01%
20,882
-6,681
3434
$4.71M ﹤0.01%
168,580
+16,616
3435
$4.71M ﹤0.01%
423,020
-17,093
3436
$4.71M ﹤0.01%
264,331
+33,553
3437
$4.7M ﹤0.01%
21,996
-5,048
3438
$4.7M ﹤0.01%
70,024
-229
3439
$4.69M ﹤0.01%
555,815
-6,768
3440
$4.69M ﹤0.01%
52,955
-18,877
3441
$4.68M ﹤0.01%
344,720
-26,719
3442
$4.68M ﹤0.01%
157,276
-233,795
3443
$4.67M ﹤0.01%
214,644
+30,907
3444
$4.67M ﹤0.01%
843,752
-207,707
3445
$4.67M ﹤0.01%
87,692
-43,164
3446
$4.67M ﹤0.01%
159,489
-209,966
3447
$4.66M ﹤0.01%
1,699,271
+214,671
3448
$4.65M ﹤0.01%
327,308
-3,836
3449
$4.65M ﹤0.01%
31,393
-10,951
3450
$4.65M ﹤0.01%
119,462
-164,682
136 137
138
139 140