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
4026
$2.44M ﹤0.01%
228,288
+183,318
4027
$2.44M ﹤0.01%
51,412
-43,861
4028
$2.44M ﹤0.01%
53,776
+47,659
4029
$2.44M ﹤0.01%
+67,813
4030
$2.44M ﹤0.01%
6,400
-13,790
4031
$2.43M ﹤0.01%
58,230
-16,925
4032
$2.43M ﹤0.01%
170,537
-3,881
4033
$2.43M ﹤0.01%
100,385
+93,331
4034
$2.42M ﹤0.01%
43,182
-29,757
4035
$2.41M ﹤0.01%
118,398
+59,079
4036
$2.41M ﹤0.01%
136,913
+1,047
4037
$2.41M ﹤0.01%
68,663
-18,655
4038
$2.41M ﹤0.01%
64,765
-6,608
4039
$2.4M ﹤0.01%
371,447
-20,453
4040
$2.4M ﹤0.01%
170,927
+4,268
4041
$2.4M ﹤0.01%
382,437
+43,916
4042
$2.4M ﹤0.01%
34,450
+24,847
4043
$2.4M ﹤0.01%
78,812
-62,512
4044
$2.38M ﹤0.01%
166,218
-47,151
4045
$2.38M ﹤0.01%
162,669
-58,834
4046
$2.38M ﹤0.01%
452,498
-1,139,548
4047
$2.37M ﹤0.01%
47,283
+26,723
4048
$2.37M ﹤0.01%
52,747
+16,466
4049
$2.37M ﹤0.01%
366,936
-24,795
4050
$2.35M ﹤0.01%
101,338
-18,003
160 161
162
163 164