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
6101
$63K ﹤0.01%
1,624
-4,316
6102
$63K ﹤0.01%
+91
6103
$63K ﹤0.01%
16,877
-162,617
6104
$63K ﹤0.01%
+6,500
6105
$63K ﹤0.01%
5,883
-3,500
6106
$62K ﹤0.01%
2,599
+506
6107
$62K ﹤0.01%
6,058
+365
6108
$62K ﹤0.01%
2,105
-9,850
6109
$62K ﹤0.01%
+5,147
6110
$62K ﹤0.01%
+6,206
6111
$62K ﹤0.01%
+6,151
6112
$62K ﹤0.01%
6,346
+6,290
6113
$61K ﹤0.01%
220
-1,501
6114
$61K ﹤0.01%
3,251
-15,507
6115
$61K ﹤0.01%
153
+151
6116
$61K ﹤0.01%
2,000
6117
$61K ﹤0.01%
+3,476
6118
$61K ﹤0.01%
11,654
-1,400
6119
$61K ﹤0.01%
5,038
+4,006
6120
$61K ﹤0.01%
852
+496
6121
$61K ﹤0.01%
2
-7
6122
$61K ﹤0.01%
3,645
-8,153
6123
$61K ﹤0.01%
3,512
-6,132
6124
$60K ﹤0.01%
2,420
6125
$60K ﹤0.01%
2,000
243 244
245
246 247