Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
5776
$120K ﹤0.01%
5,923
-15,881
5777
$119K ﹤0.01%
12,623
-22,349
5778
$119K ﹤0.01%
549
-232
5779
$118K ﹤0.01%
383
+145
5780
$118K ﹤0.01%
12,955
+2,898
5781
$118K ﹤0.01%
10,641
-47,002
5782
$118K ﹤0.01%
1,216
+34
5783
$118K ﹤0.01%
+11,942
5784
$118K ﹤0.01%
4,631
+1,150
5785
$118K ﹤0.01%
3,946
+188
5786
$117K ﹤0.01%
14,590
-304,442
5787
$117K ﹤0.01%
3,000
-100
5788
$117K ﹤0.01%
311
+176
5789
$117K ﹤0.01%
97
-23
5790
$116K ﹤0.01%
+11,370
5791
$115K ﹤0.01%
523
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5792
$115K ﹤0.01%
37,253
-690
5793
$115K ﹤0.01%
10,935
-15,135
5794
$115K ﹤0.01%
4,232
+1,900
5795
$115K ﹤0.01%
45,612
+20,801
5796
$115K ﹤0.01%
15,330
-40,885
5797
$115K ﹤0.01%
4,463
+2,191
5798
$114K ﹤0.01%
+11,440
5799
$114K ﹤0.01%
1,253
-637
5800
$114K ﹤0.01%
2,480
230 231
232
233 234