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
3726
$3.44M ﹤0.01%
66,874
+8,535
3727
$3.44M ﹤0.01%
164,467
-8,618
3728
$3.43M ﹤0.01%
180,373
+38,165
3729
$3.42M ﹤0.01%
339,146
-675,949
3730
$3.42M ﹤0.01%
159,687
-6,783
3731
$3.42M ﹤0.01%
97,153
+29,837
3732
$3.42M ﹤0.01%
96,848
+52,235
3733
$3.41M ﹤0.01%
404,534
-24,877
3734
$3.41M ﹤0.01%
231,934
-36,996
3735
$3.41M ﹤0.01%
96,321
-343,594
3736
$3.41M ﹤0.01%
156,540
+89,317
3737
$3.41M ﹤0.01%
138,279
-130,797
3738
$3.41M ﹤0.01%
577,022
-416,601
3739
$3.4M ﹤0.01%
110,013
-29,847
3740
$3.4M ﹤0.01%
363,644
-358,581
3741
$3.39M ﹤0.01%
85,200
-4,187
3742
$3.39M ﹤0.01%
262,183
+25,546
3743
$3.38M ﹤0.01%
239,066
-15,136
3744
$3.38M ﹤0.01%
98,976
-18,591
3745
$3.38M ﹤0.01%
23,677
-19,290
3746
$3.38M ﹤0.01%
77,663
+4,810
3747
$3.37M ﹤0.01%
214,358
+111,609
3748
$3.37M ﹤0.01%
234,819
-2,545
3749
$3.36M ﹤0.01%
107,477
-28,281
3750
$3.36M ﹤0.01%
277,974
+60,758
148 149
150
151 152