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
3926
$2.74M ﹤0.01%
147,282
+24,408
3927
$2.74M ﹤0.01%
212,837
+5,931
3928
$2.73M ﹤0.01%
184,681
+54,780
3929
$2.73M ﹤0.01%
178,792
+29,551
3930
$2.72M ﹤0.01%
80,582
+78,531
3931
$2.72M ﹤0.01%
703,735
+299,865
3932
$2.72M ﹤0.01%
58,950
-11,479
3933
$2.72M ﹤0.01%
75,291
+7,438
3934
$2.71M ﹤0.01%
49,394
+4,102
3935
$2.71M ﹤0.01%
52,283
+28,451
3936
$2.71M ﹤0.01%
116,147
+55,731
3937
$2.71M ﹤0.01%
71,626
-35,372
3938
$2.71M ﹤0.01%
33,970
-47,824
3939
$2.71M ﹤0.01%
68,646
-81,591
3940
$2.71M ﹤0.01%
77,786
+49,331
3941
$2.7M ﹤0.01%
24,216
-23,874
3942
$2.69M ﹤0.01%
160,504
-7,608
3943
$2.69M ﹤0.01%
343,807
+4,694
3944
$2.69M ﹤0.01%
230,215
-58,205
3945
$2.69M ﹤0.01%
104,103
+1,871
3946
$2.69M ﹤0.01%
192,898
+185,768
3947
$2.69M ﹤0.01%
177,702
-91,231
3948
$2.68M ﹤0.01%
126,448
+66,464
3949
$2.68M ﹤0.01%
9,927
+9,871
3950
$2.68M ﹤0.01%
189,860
-80,405
156 157
158
159 160