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
3576
$4.02M ﹤0.01%
725,906
+142,089
3577
$4.02M ﹤0.01%
384,290
-375,875
3578
$4.02M ﹤0.01%
127,439
+106,668
3579
$4.02M ﹤0.01%
424,910
-789,354
3580
$4.01M ﹤0.01%
1,078,891
-48,996
3581
$4.01M ﹤0.01%
36,092
+8,979
3582
$4M ﹤0.01%
266,588
-630,275
3583
$3.99M ﹤0.01%
292,455
-68,006
3584
$3.99M ﹤0.01%
79,346
-263,410
3585
$3.99M ﹤0.01%
15,987
-6,590
3586
$3.99M ﹤0.01%
44,649
-33,408
3587
$3.98M ﹤0.01%
306,686
-505,638
3588
$3.98M ﹤0.01%
397,909
+116,969
3589
$3.98M ﹤0.01%
1,221,340
+297,174
3590
$3.98M ﹤0.01%
61,633
+1,718
3591
$3.97M ﹤0.01%
60,373
-1,317
3592
$3.97M ﹤0.01%
18,642
-23,947
3593
$3.97M ﹤0.01%
416,505
+128,194
3594
$3.96M ﹤0.01%
+400,000
3595
$3.96M ﹤0.01%
143,660
-9,346
3596
$3.96M ﹤0.01%
101,864
+60,134
3597
$3.96M ﹤0.01%
1,089,762
-464,738
3598
$3.95M ﹤0.01%
145,308
-6,495
3599
$3.95M ﹤0.01%
10,823
+1,203
3600
$3.94M ﹤0.01%
61,619
-21,189
142 143
144
145 146