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
3676
$3.64M ﹤0.01%
125,712
-26,298
3677
$3.63M ﹤0.01%
186,704
-179,131
3678
$3.63M ﹤0.01%
375,647
-33,125
3679
$3.62M ﹤0.01%
127,695
+45,018
3680
$3.61M ﹤0.01%
28,007
-22,653
3681
$3.6M ﹤0.01%
153,996
-207,265
3682
$3.6M ﹤0.01%
173,172
+13,519
3683
$3.6M ﹤0.01%
58,321
-48,266
3684
$3.59M ﹤0.01%
764,507
+584,272
3685
$3.59M ﹤0.01%
74,672
-20,052
3686
$3.59M ﹤0.01%
75,320
-29,761
3687
$3.58M ﹤0.01%
68,850
+53
3688
$3.58M ﹤0.01%
72,477
-4,307
3689
$3.58M ﹤0.01%
81,136
-10,066
3690
$3.57M ﹤0.01%
79,981
+10,863
3691
$3.57M ﹤0.01%
288,447
+268,754
3692
$3.56M ﹤0.01%
43,693
+890
3693
$3.56M ﹤0.01%
260,659
+3,635
3694
$3.55M ﹤0.01%
303,041
-11,881
3695
$3.55M ﹤0.01%
50,064
-13,635
3696
$3.54M ﹤0.01%
185,551
-933,501
3697
$3.54M ﹤0.01%
70,388
-12,818
3698
$3.54M ﹤0.01%
150,465
-92,047
3699
$3.54M ﹤0.01%
1,553,468
+305,977
3700
$3.54M ﹤0.01%
283,077
-12
146 147
148
149 150