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
3651
$3.74M ﹤0.01%
62,266
-5,601
3652
$3.73M ﹤0.01%
302,497
-142,098
3653
$3.73M ﹤0.01%
89,488
-23,716
3654
$3.72M ﹤0.01%
310,282
+75,756
3655
$3.72M ﹤0.01%
27,402
-16,566
3656
$3.71M ﹤0.01%
97,998
-7,513
3657
$3.71M ﹤0.01%
262,838
-152,409
3658
$3.71M ﹤0.01%
327,052
-1,519,114
3659
$3.71M ﹤0.01%
160,721
-143,776
3660
$3.71M ﹤0.01%
175,546
+43,583
3661
$3.71M ﹤0.01%
2,197,105
-350,455
3662
$3.69M ﹤0.01%
419,965
+49,742
3663
$3.68M ﹤0.01%
141,293
-243,866
3664
$3.67M ﹤0.01%
181,563
-114,804
3665
$3.66M ﹤0.01%
136,016
+47,535
3666
$3.66M ﹤0.01%
360,291
-76,587
3667
$3.66M ﹤0.01%
171,210
-41,476
3668
$3.66M ﹤0.01%
244,574
+51,905
3669
$3.66M ﹤0.01%
498,989
-79,025
3670
$3.66M ﹤0.01%
88,525
+47,900
3671
$3.65M ﹤0.01%
97,145
+12,154
3672
$3.65M ﹤0.01%
35,999
-51,271
3673
$3.65M ﹤0.01%
347,159
-3,762
3674
$3.64M ﹤0.01%
72,192
+8,623
3675
$3.64M ﹤0.01%
55,655
-1,365
145 146
147
148 149