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
5451
$232K ﹤0.01%
900
5452
$231K ﹤0.01%
100,352
+52,687
5453
$231K ﹤0.01%
8,801
+2,008
5454
$229K ﹤0.01%
31,011
+11,026
5455
$228K ﹤0.01%
4,341
-906
5456
$228K ﹤0.01%
6,224
-15,146
5457
$228K ﹤0.01%
4,933
-37,855
5458
$227K ﹤0.01%
6,845
-500
5459
$227K ﹤0.01%
7,892
+7,091
5460
$227K ﹤0.01%
22,397
-1,397
5461
$226K ﹤0.01%
4,901
+1,451
5462
$226K ﹤0.01%
+4,802
5463
$225K ﹤0.01%
+401
5464
$224K ﹤0.01%
8,874
-9,329
5465
$224K ﹤0.01%
5,110
+834
5466
$224K ﹤0.01%
583
+477
5467
$224K ﹤0.01%
16,552
-12,129
5468
$224K ﹤0.01%
25,198
-5,691
5469
$224K ﹤0.01%
24,301
-141,740
5470
$223K ﹤0.01%
1,958
+1,310
5471
$223K ﹤0.01%
7,545
5472
$223K ﹤0.01%
711
-770
5473
$222K ﹤0.01%
27,993
+9,256
5474
$222K ﹤0.01%
+1,152
5475
$222K ﹤0.01%
44,516
-1,302
217 218
219
220 221