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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
6151
$57K ﹤0.01%
5,556
-6,839
6152
$56K ﹤0.01%
2,828
-26,362
6153
$56K ﹤0.01%
820
-6,266
6154
$56K ﹤0.01%
5,529
+5,234
6155
$56K ﹤0.01%
5,452
+2,700
6156
$56K ﹤0.01%
+5,538
6157
$55K ﹤0.01%
5,401
+2,887
6158
$55K ﹤0.01%
1,785
+1,485
6159
$55K ﹤0.01%
5,488
-13,542
6160
$55K ﹤0.01%
21,083
6161
$55K ﹤0.01%
10,017
-1,660
6162
$55K ﹤0.01%
+690
6163
$55K ﹤0.01%
6
-1
6164
$55K ﹤0.01%
1,612
-1,056
6165
$55K ﹤0.01%
8,157
+8,156
6166
$55K ﹤0.01%
+5,415
6167
$55K ﹤0.01%
2,786
-12,768
6168
$54K ﹤0.01%
7,216
-1,264
6169
$54K ﹤0.01%
5,363
+3,363
6170
$54K ﹤0.01%
+4,668
6171
$54K ﹤0.01%
2,814
-100
6172
$54K ﹤0.01%
+16
6173
$54K ﹤0.01%
9,480
-23,822
6174
$53K ﹤0.01%
5,450
+5,357
6175
$53K ﹤0.01%
130
+92
245 246
247
248 249