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
3626
$3.83M ﹤0.01%
77,507
-58,793
3627
$3.83M ﹤0.01%
45,063
-4,464
3628
$3.82M ﹤0.01%
254,828
+20,038
3629
$3.82M ﹤0.01%
57,342
-3,214
3630
$3.82M ﹤0.01%
85,836
-21,053
3631
$3.81M ﹤0.01%
141,285
+118,507
3632
$3.81M ﹤0.01%
86,733
-6,484
3633
$3.81M ﹤0.01%
103,290
-21,187
3634
$3.8M ﹤0.01%
34,141
+11,670
3635
$3.8M ﹤0.01%
62,428
-66,706
3636
$3.79M ﹤0.01%
325,071
+51,762
3637
$3.79M ﹤0.01%
407,505
+66,077
3638
$3.79M ﹤0.01%
85,248
+48,254
3639
$3.78M ﹤0.01%
89,030
+12,444
3640
$3.77M ﹤0.01%
569,199
-56,376
3641
$3.77M ﹤0.01%
136,812
-40,469
3642
$3.76M ﹤0.01%
1,130,371
-291,893
3643
$3.76M ﹤0.01%
135,238
+1,943
3644
$3.76M ﹤0.01%
304,216
-233,834
3645
$3.76M ﹤0.01%
47,095
-22,256
3646
$3.76M ﹤0.01%
43,023
-10,684
3647
$3.76M ﹤0.01%
481,247
+31,207
3648
$3.75M ﹤0.01%
93,147
-93,430
3649
$3.74M ﹤0.01%
238,363
+41,761
3650
$3.74M ﹤0.01%
554,688
-45,127
144 145
146
147 148