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
3951
$2.68M ﹤0.01%
320,908
-92,281
3952
$2.67M ﹤0.01%
39,067
-10,454
3953
$2.67M ﹤0.01%
99,795
+5,035
3954
$2.67M ﹤0.01%
32,173
+13,471
3955
$2.67M ﹤0.01%
187,455
-4,595
3956
$2.67M ﹤0.01%
29,028
-56,276
3957
$2.66M ﹤0.01%
1,333
+434
3958
$2.66M ﹤0.01%
145,401
+118,164
3959
$2.66M ﹤0.01%
85,930
-36,786
3960
$2.65M ﹤0.01%
161,034
+72,186
3961
$2.65M ﹤0.01%
105,351
-54,929
3962
$2.65M ﹤0.01%
87,766
-119,374
3963
$2.64M ﹤0.01%
77,064
+14,499
3964
$2.63M ﹤0.01%
94,712
-13,550
3965
$2.63M ﹤0.01%
19,940
-863
3966
$2.63M ﹤0.01%
21,692
-58,113
3967
$2.62M ﹤0.01%
195,418
+4,766
3968
$2.62M ﹤0.01%
257,207
-17,940
3969
$2.61M ﹤0.01%
198,472
-37,434
3970
$2.61M ﹤0.01%
24,373
-56,438
3971
$2.61M ﹤0.01%
28,136
-13,548
3972
$2.61M ﹤0.01%
87,562
-2,966
3973
$2.6M ﹤0.01%
153,746
+153,736
3974
$2.6M ﹤0.01%
16,843
-32,014
3975
$2.6M ﹤0.01%
274,719
-6,642
157 158
159
160 161