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
6201
$50K ﹤0.01%
767
+689
6202
$50K ﹤0.01%
+5,000
6203
$50K ﹤0.01%
+5,026
6204
$50K ﹤0.01%
+4,869
6205
$50K ﹤0.01%
+5,091
6206
$49K ﹤0.01%
591
-605
6207
$49K ﹤0.01%
+1,340
6208
$49K ﹤0.01%
9,073
6209
$49K ﹤0.01%
+4,853
6210
$49K ﹤0.01%
+4,727
6211
$49K ﹤0.01%
+4,842
6212
$49K ﹤0.01%
+4,849
6213
$49K ﹤0.01%
4,463
-10,537
6214
$48K ﹤0.01%
+3,328
6215
$48K ﹤0.01%
3,208
-1,190
6216
$48K ﹤0.01%
15,543
6217
$48K ﹤0.01%
5,350
+400
6218
$48K ﹤0.01%
1,873
-1,800
6219
$48K ﹤0.01%
1,800
6220
$47K ﹤0.01%
1,489
-853
6221
$47K ﹤0.01%
411
-4,867
6222
$47K ﹤0.01%
2,546
-13,446
6223
$47K ﹤0.01%
6,985
+1,708
6224
$47K ﹤0.01%
11
-25
6225
$47K ﹤0.01%
+4,772
247 248
249
250 251