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
3851
$2.99M ﹤0.01%
152,774
-1,812
3852
$2.99M ﹤0.01%
226,980
+29
3853
$2.99M ﹤0.01%
158,078
+31,037
3854
$2.98M ﹤0.01%
41,629
-11,249
3855
$2.98M ﹤0.01%
686,108
+123,269
3856
$2.98M ﹤0.01%
101,780
-10,032
3857
$2.98M ﹤0.01%
143,679
-38,272
3858
$2.98M ﹤0.01%
133,362
-27,444
3859
$2.98M ﹤0.01%
43,006
-6,284
3860
$2.98M ﹤0.01%
199,303
-117,291
3861
$2.97M ﹤0.01%
58,023
+11,967
3862
$2.97M ﹤0.01%
111,241
-97,338
3863
$2.96M ﹤0.01%
467,905
-59,749
3864
$2.96M ﹤0.01%
126,275
-7,349
3865
$2.96M ﹤0.01%
924,643
+233,818
3866
$2.96M ﹤0.01%
184,373
+184,167
3867
$2.95M ﹤0.01%
87,166
+45,212
3868
$2.95M ﹤0.01%
317,755
-693,101
3869
$2.94M ﹤0.01%
118,031
+27,392
3870
$2.94M ﹤0.01%
1,555,008
+1,842
3871
$2.93M ﹤0.01%
1,215,226
+417,690
3872
$2.93M ﹤0.01%
113,443
+10,792
3873
$2.92M ﹤0.01%
161,555
-18,399
3874
$2.92M ﹤0.01%
94,043
+85,246
3875
$2.92M ﹤0.01%
164,928
-1,224
153 154
155
156 157