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
3826
$3.08M ﹤0.01%
15,145
+12,111
3827
$3.07M ﹤0.01%
167,674
-1,021
3828
$3.07M ﹤0.01%
200,753
+15,011
3829
$3.06M ﹤0.01%
45,210
-3,576
3830
$3.06M ﹤0.01%
942,604
+902,740
3831
$3.06M ﹤0.01%
337,733
+2,800
3832
$3.05M ﹤0.01%
63,362
-190,548
3833
$3.05M ﹤0.01%
287,017
+74,284
3834
$3.04M ﹤0.01%
58,047
-250,975
3835
$3.04M ﹤0.01%
328,961
-18,243
3836
$3.04M ﹤0.01%
564,789
-904,554
3837
$3.04M ﹤0.01%
+303,850
3838
$3.03M ﹤0.01%
1,127
+73
3839
$3.03M ﹤0.01%
234,957
-10,893
3840
$3.03M ﹤0.01%
110,235
-149,075
3841
$3.03M ﹤0.01%
58,528
-11,602
3842
$3.03M ﹤0.01%
301,628
-222,877
3843
$3.02M ﹤0.01%
107,702
-127,709
3844
$3.02M ﹤0.01%
145,562
+49,576
3845
$3.02M ﹤0.01%
208,247
+9,227
3846
$3.01M ﹤0.01%
82,222
+20,315
3847
$3.01M ﹤0.01%
280,110
+138,910
3848
$3.01M ﹤0.01%
393,983
-20,777
3849
$3M ﹤0.01%
+303,773
3850
$3M ﹤0.01%
479
+446
152 153
154
155 156