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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 18.58%
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
5876
$98K ﹤0.01%
8,508
-4,985
5877
$98K ﹤0.01%
3,224
-3,926
5878
$98K ﹤0.01%
7,569
-3,905
5879
$98K ﹤0.01%
5,812
-16,273
5880
$98K ﹤0.01%
2,305
+1,620
5881
$98K ﹤0.01%
+9,922
5882
$97K ﹤0.01%
6,834
+3,542
5883
$97K ﹤0.01%
42,430
+530
5884
– –
0
5885
$97K ﹤0.01%
6,795
+2,705
5886
$97K ﹤0.01%
6,787
5887
$97K ﹤0.01%
39,533
-283,170
5888
$97K ﹤0.01%
+1
5889
$97K ﹤0.01%
3,250
5890
$97K ﹤0.01%
+12,945
5891
$97K ﹤0.01%
3,441
-1,663
5892
$97K ﹤0.01%
11,902
+1,630
5893
$97K ﹤0.01%
+9,900
5894
$97K ﹤0.01%
3,776
-20,650
5895
$96K ﹤0.01%
5,226
-684
5896
$96K ﹤0.01%
10,913
+3,400
5897
$96K ﹤0.01%
1,608
+88
5898
$96K ﹤0.01%
2,614
-1
5899
$96K ﹤0.01%
+329
5900
$96K ﹤0.01%
23,611
+21,915
234 235
236
237 238