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
3451
$4.63M ﹤0.01%
242,308
-8,347
3452
$4.58M ﹤0.01%
180,099
-47,501
3453
$4.58M ﹤0.01%
58,253
-45,486
3454
$4.57M ﹤0.01%
104,521
+33,001
3455
$4.57M ﹤0.01%
313,301
+46,643
3456
$4.57M ﹤0.01%
23,225
+2,608
3457
$4.56M ﹤0.01%
71,723
-52,175
3458
$4.55M ﹤0.01%
106,398
-188,194
3459
$4.55M ﹤0.01%
399,171
+202,205
3460
$4.55M ﹤0.01%
313,499
+19,185
3461
$4.54M ﹤0.01%
154,078
-7,317
3462
$4.54M ﹤0.01%
141,776
+33,275
3463
$4.54M ﹤0.01%
555,735
-1,239,410
3464
$4.53M ﹤0.01%
421,432
+5,442
3465
$4.53M ﹤0.01%
27,226
+431
3466
$4.52M ﹤0.01%
219,844
-74,164
3467
$4.51M ﹤0.01%
55,904
+14,776
3468
$4.51M ﹤0.01%
287,607
+14,196
3469
$4.5M ﹤0.01%
113,888
+53,350
3470
$4.5M ﹤0.01%
596,644
-498,086
3471
$4.5M ﹤0.01%
373,084
+35,219
3472
$4.5M ﹤0.01%
110,172
+44,293
3473
$4.48M ﹤0.01%
232,078
-30,407
3474
$4.48M ﹤0.01%
249,367
-119,854
3475
$4.47M ﹤0.01%
637,138
-1,032,227
137 138
139
140 141