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
3601
$3.93M ﹤0.01%
180,937
+165,112
3602
$3.93M ﹤0.01%
108,778
-50,828
3603
$3.93M ﹤0.01%
280,854
-341,495
3604
$3.93M ﹤0.01%
175,389
+30,093
3605
$3.93M ﹤0.01%
62,410
-12,221
3606
$3.93M ﹤0.01%
606,135
+33,818
3607
$3.92M ﹤0.01%
77,843
+52,003
3608
$3.92M ﹤0.01%
155,290
-41,270
3609
$3.91M ﹤0.01%
53,040
-47,539
3610
$3.91M ﹤0.01%
84,934
-7,763
3611
$3.9M ﹤0.01%
275,851
+12,696
3612
$3.9M ﹤0.01%
204,360
-87,867
3613
$3.9M ﹤0.01%
68,836
+41,857
3614
$3.89M ﹤0.01%
319,119
-224,943
3615
$3.89M ﹤0.01%
41,928
-45,836
3616
$3.89M ﹤0.01%
328,159
+31,498
3617
$3.88M ﹤0.01%
36,728
-12,020
3618
$3.87M ﹤0.01%
89,892
-82,858
3619
$3.87M ﹤0.01%
308,520
+2,518
3620
$3.87M ﹤0.01%
148,064
-38,363
3621
$3.86M ﹤0.01%
44,602
-15,720
3622
$3.85M ﹤0.01%
374,506
-53,802
3623
$3.85M ﹤0.01%
268,015
+3,106
3624
$3.84M ﹤0.01%
267,604
-35,740
3625
$3.83M ﹤0.01%
629,572
-31,561
143 144
145
146 147