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
3476
$4.46M ﹤0.01%
509,670
-121,698
3477
$4.46M ﹤0.01%
261,393
+124,448
3478
$4.45M ﹤0.01%
123,838
+119,151
3479
$4.45M ﹤0.01%
115,604
-19,770
3480
$4.45M ﹤0.01%
491,569
-323,868
3481
$4.44M ﹤0.01%
147,430
+87,411
3482
$4.44M ﹤0.01%
85,251
+8,792
3483
$4.44M ﹤0.01%
7,548
+1,245
3484
$4.43M ﹤0.01%
113,556
-100,495
3485
$4.41M ﹤0.01%
241,648
-172,194
3486
$4.4M ﹤0.01%
189,316
-990
3487
$4.39M ﹤0.01%
616,273
-291,140
3488
$4.39M ﹤0.01%
302,178
+930
3489
$4.38M ﹤0.01%
122,982
+94,001
3490
$4.37M ﹤0.01%
194,164
-10,004
3491
$4.37M ﹤0.01%
156,383
-236,366
3492
$4.36M ﹤0.01%
73,725
+15,170
3493
$4.35M ﹤0.01%
58,805
-137,654
3494
$4.35M ﹤0.01%
117,379
+99,987
3495
$4.34M ﹤0.01%
342,006
+7,747
3496
$4.34M ﹤0.01%
42,687
+5,484
3497
$4.34M ﹤0.01%
511,476
-1,231,267
3498
$4.34M ﹤0.01%
118,576
-305,880
3499
$4.33M ﹤0.01%
167,133
-303,764
3500
$4.33M ﹤0.01%
55,981
-20,629
138 139
140
141 142