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
3776
$3.27M ﹤0.01%
50,823
+31,403
3777
$3.27M ﹤0.01%
194,487
+191,680
3778
$3.26M ﹤0.01%
108,194
+11,190
3779
$3.25M ﹤0.01%
51,986
-31,391
3780
$3.25M ﹤0.01%
126,302
+20,193
3781
$3.24M ﹤0.01%
158,871
-431,110
3782
$3.24M ﹤0.01%
108,707
-45,648
3783
$3.24M ﹤0.01%
246,838
+639
3784
$3.24M ﹤0.01%
199,028
+192,547
3785
$3.23M ﹤0.01%
40,947
+8,692
3786
$3.23M ﹤0.01%
251,467
+158,633
3787
$3.22M ﹤0.01%
64,399
+6,711
3788
$3.22M ﹤0.01%
248,372
-24,057
3789
$3.21M ﹤0.01%
355,918
-646,058
3790
$3.21M ﹤0.01%
343,428
+103,633
3791
$3.21M ﹤0.01%
209,749
+156,510
3792
$3.2M ﹤0.01%
633,727
-1,346,930
3793
$3.2M ﹤0.01%
11,640
+1,074
3794
$3.2M ﹤0.01%
110,765
-17,510
3795
$3.19M ﹤0.01%
206,419
+4,241
3796
$3.19M ﹤0.01%
55,849
-48,079
3797
$3.19M ﹤0.01%
33,392
-8,628
3798
$3.19M ﹤0.01%
171,924
-24,052
3799
$3.19M ﹤0.01%
42,467
-8,012
3800
$3.19M ﹤0.01%
34,163
+1,589
150 151
152
153 154