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
4401
$1.43M ﹤0.01%
78,708
-380,307
4402
$1.43M ﹤0.01%
67,674
+59,641
4403
$1.43M ﹤0.01%
134,766
+67,847
4404
$1.43M ﹤0.01%
102,871
+4,102
4405
$1.43M ﹤0.01%
+153,585
4406
$1.43M ﹤0.01%
316,214
+275,064
4407
$1.42M ﹤0.01%
58,293
-76,178
4408
$1.42M ﹤0.01%
60,009
+3,408
4409
$1.42M ﹤0.01%
43,277
+9,996
4410
$1.42M ﹤0.01%
4,996
-831
4411
$1.42M ﹤0.01%
54,217
+51,309
4412
$1.42M ﹤0.01%
33,254
-261,996
4413
$1.41M ﹤0.01%
107,364
+6,700
4414
$1.41M ﹤0.01%
492,484
-598,340
4415
$1.41M ﹤0.01%
102,399
+76,604
4416
$1.4M ﹤0.01%
39,242
+8,434
4417
$1.4M ﹤0.01%
81,169
-6,571
4418
$1.4M ﹤0.01%
94,791
+5,054
4419
$1.4M ﹤0.01%
31,889
+1,158
4420
$1.39M ﹤0.01%
227,220
-182,861
4421
$1.39M ﹤0.01%
115,985
+18,527
4422
$1.39M ﹤0.01%
172,048
+65,451
4423
$1.39M ﹤0.01%
131,713
+7,461
4424
$1.39M ﹤0.01%
102,526
+69,121
4425
$1.39M ﹤0.01%
62,607
+23,077
175 176
177
178 179