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
3901
$2.84M ﹤0.01%
791,827
+667,951
3902
$2.84M ﹤0.01%
240,184
+20,235
3903
$2.84M ﹤0.01%
206,814
+7,153
3904
$2.83M ﹤0.01%
+277,296
3905
$2.83M ﹤0.01%
283,251
+244,444
3906
$2.82M ﹤0.01%
125,524
-24,290
3907
$2.81M ﹤0.01%
720,977
+14,835
3908
$2.81M ﹤0.01%
41,109
-100,556
3909
$2.8M ﹤0.01%
316,427
-84,171
3910
$2.8M ﹤0.01%
38,528
-12,146
3911
$2.8M ﹤0.01%
279,100
+241,722
3912
$2.8M ﹤0.01%
43,982
-61,335
3913
$2.8M ﹤0.01%
43,425
-32,564
3914
$2.8M ﹤0.01%
123,752
-35,678
3915
$2.8M ﹤0.01%
202,370
-18,893
3916
$2.8M ﹤0.01%
37,413
+29,834
3917
$2.79M ﹤0.01%
185,771
-11,488
3918
$2.78M ﹤0.01%
188,949
-82,309
3919
$2.77M ﹤0.01%
30,493
-480
3920
$2.77M ﹤0.01%
54,107
+22,320
3921
$2.76M ﹤0.01%
94,646
-3,809
3922
$2.75M ﹤0.01%
189,723
-7,313
3923
$2.74M ﹤0.01%
502,505
-3,311
3924
$2.74M ﹤0.01%
44,892
-10,267
3925
$2.74M ﹤0.01%
629,270
+198,966
155 156
157
158 159