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
6051
$70K ﹤0.01%
1,229
-47,215
6052
$69K ﹤0.01%
3,293
-19,762
6053
$69K ﹤0.01%
6,052
-5,680
6054
$69K ﹤0.01%
+2,105
6055
$69K ﹤0.01%
1
6056
$69K ﹤0.01%
1,292
-1,576
6057
$69K ﹤0.01%
+6,930
6058
$68K ﹤0.01%
177
+121
6059
$68K ﹤0.01%
+35
6060
$68K ﹤0.01%
12,032
-11,535
6061
$67K ﹤0.01%
+292
6062
$67K ﹤0.01%
2,240
-1,232
6063
$67K ﹤0.01%
3,477
-9,230
6064
$67K ﹤0.01%
1,913
-988
6065
$67K ﹤0.01%
9,882
-28,256
6066
$67K ﹤0.01%
+3,368
6067
$67K ﹤0.01%
6,584
+569
6068
$66K ﹤0.01%
+6,643
6069
$66K ﹤0.01%
2,000
6070
$66K ﹤0.01%
3,844
-11,868
6071
$66K ﹤0.01%
1,327
+1,323
6072
$66K ﹤0.01%
6,212
+5,898
6073
$66K ﹤0.01%
9,064
-14,671
6074
$66K ﹤0.01%
+6,623
6075
$65K ﹤0.01%
1,497
-1,714
241 242
243
244 245