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
3801
$3.18M ﹤0.01%
92,550
+80,704
3802
$3.18M ﹤0.01%
480,563
-533,512
3803
$3.18M ﹤0.01%
62,113
-16,657
3804
$3.17M ﹤0.01%
19,209
+4,216
3805
$3.17M ﹤0.01%
235,864
-75,405
3806
$3.16M ﹤0.01%
95,017
-140,404
3807
$3.15M ﹤0.01%
95,750
+76,683
3808
$3.15M ﹤0.01%
522,114
-460,718
3809
$3.15M ﹤0.01%
211,719
-105,201
3810
$3.15M ﹤0.01%
228,407
-6,157
3811
$3.15M ﹤0.01%
128,410
+7,595
3812
$3.14M ﹤0.01%
106,542
-242,760
3813
$3.13M ﹤0.01%
74,047
+34,632
3814
$3.13M ﹤0.01%
+19,327
3815
$3.11M ﹤0.01%
48,691
-2,390
3816
$3.11M ﹤0.01%
99,856
-19,804
3817
$3.11M ﹤0.01%
80,030
+76,278
3818
$3.11M ﹤0.01%
108,497
+21,725
3819
$3.11M ﹤0.01%
248,458
+15,652
3820
$3.1M ﹤0.01%
840
+43
3821
$3.1M ﹤0.01%
+76,264
3822
$3.09M ﹤0.01%
163,240
+22,843
3823
$3.08M ﹤0.01%
207,195
+11,662
3824
$3.08M ﹤0.01%
960,401
+707,563
3825
$3.08M ﹤0.01%
70,855
-20,488
151 152
153
154 155