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
3976
$2.6M ﹤0.01%
29,192
+7,374
3977
$2.6M ﹤0.01%
218,685
-116,496
3978
$2.6M ﹤0.01%
57,590
-18,494
3979
$2.6M ﹤0.01%
50,880
-9,762
3980
$2.6M ﹤0.01%
169,025
-37,001
3981
$2.6M ﹤0.01%
265,937
+16,314
3982
$2.59M ﹤0.01%
155,281
+7,473
3983
$2.59M ﹤0.01%
105,902
+70,446
3984
$2.59M ﹤0.01%
206,939
-96,041
3985
$2.59M ﹤0.01%
82,194
+30,116
3986
$2.58M ﹤0.01%
114,318
-729
3987
$2.58M ﹤0.01%
51,631
-5,704
3988
$2.57M ﹤0.01%
28,559
-101,356
3989
$2.57M ﹤0.01%
813
-805
3990
$2.57M ﹤0.01%
155,568
-319,259
3991
$2.57M ﹤0.01%
+115,789
3992
$2.56M ﹤0.01%
27,667
-48,084
3993
$2.56M ﹤0.01%
151,842
-5,441
3994
$2.55M ﹤0.01%
550,230
+519,208
3995
$2.54M ﹤0.01%
115,002
+63,272
3996
$2.54M ﹤0.01%
146,472
-8,866
3997
$2.54M ﹤0.01%
85,551
+44,099
3998
$2.54M ﹤0.01%
42,980
+35,839
3999
$2.54M ﹤0.01%
121,004
-12,144
4000
$2.54M ﹤0.01%
17,735
-15,790
158 159
160
161 162