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
4051
$2.33M ﹤0.01%
194,065
+17,337
4052
$2.32M ﹤0.01%
23,190
-15,142
4053
$2.32M ﹤0.01%
13,222
+2,342
4054
$2.32M ﹤0.01%
139,227
-26,352
4055
$2.31M ﹤0.01%
108,249
+19,662
4056
$2.31M ﹤0.01%
519,063
-16,242
4057
$2.31M ﹤0.01%
241,013
+55,006
4058
$2.31M ﹤0.01%
76,672
+22,376
4059
$2.3M ﹤0.01%
53,069
-47,851
4060
$2.3M ﹤0.01%
263,662
+3,019
4061
$2.3M ﹤0.01%
47,994
-6,381
4062
$2.3M ﹤0.01%
201,219
-227,724
4063
$2.3M ﹤0.01%
164,728
-22,686
4064
$2.29M ﹤0.01%
264,744
+15,027
4065
$2.29M ﹤0.01%
36,373
+24,730
4066
$2.29M ﹤0.01%
85,346
-8,907
4067
$2.29M ﹤0.01%
58,382
-15,811
4068
$2.29M ﹤0.01%
89,156
+25,668
4069
$2.28M ﹤0.01%
65,646
-12,419
4070
$2.28M ﹤0.01%
88,645
-10,983
4071
$2.28M ﹤0.01%
98,106
-8,311
4072
$2.28M ﹤0.01%
39,922
-19,626
4073
$2.28M ﹤0.01%
288,477
+14,875
4074
$2.27M ﹤0.01%
63,650
-110,092
4075
$2.27M ﹤0.01%
32,907
-2,808
161 162
163
164 165