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
3751
$3.36M ﹤0.01%
1,266,232
-62,249
3752
$3.35M ﹤0.01%
312,344
+31,405
3753
$3.35M ﹤0.01%
257,060
+59,565
3754
$3.35M ﹤0.01%
188,058
-1,177,444
3755
$3.33M ﹤0.01%
324,458
+30,729
3756
$3.33M ﹤0.01%
71,713
+911
3757
$3.33M ﹤0.01%
371,369
-59,437
3758
$3.33M ﹤0.01%
146,172
+50,838
3759
$3.33M ﹤0.01%
6,161
-2,145
3760
$3.33M ﹤0.01%
67,556
-73,485
3761
$3.32M ﹤0.01%
190,856
+15,457
3762
$3.32M ﹤0.01%
164,858
-9,399
3763
$3.31M ﹤0.01%
1,077,647
+974,911
3764
$3.31M ﹤0.01%
24,393
+296
3765
$3.3M ﹤0.01%
71,171
-56,483
3766
$3.3M ﹤0.01%
18,580
-1,176
3767
$3.3M ﹤0.01%
93,580
-249,202
3768
$3.3M ﹤0.01%
47,820
-47,051
3769
$3.3M ﹤0.01%
336,172
+330,734
3770
$3.3M ﹤0.01%
178,131
-41,529
3771
$3.29M ﹤0.01%
82,325
-49,232
3772
$3.29M ﹤0.01%
81,900
+5,912
3773
$3.29M ﹤0.01%
148,806
+2,313
3774
$3.28M ﹤0.01%
359,317
+348,521
3775
$3.28M ﹤0.01%
42,721
+10,958
149 150
151
152 153