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
6226
$46K ﹤0.01%
+4,514
6227
$46K ﹤0.01%
1,201
-60
6228
$46K ﹤0.01%
1,776
+155
6229
$46K ﹤0.01%
6,647
+1,904
6230
$46K ﹤0.01%
6,225
-248
6231
$46K ﹤0.01%
+4,173
6232
$46K ﹤0.01%
9,700
6233
$45K ﹤0.01%
15,041
+6,276
6234
$45K ﹤0.01%
7,097
-6,438
6235
$45K ﹤0.01%
1,406
+783
6236
$45K ﹤0.01%
3,275
-68,896
6237
$45K ﹤0.01%
+33
6238
$45K ﹤0.01%
+178
6239
$45K ﹤0.01%
1,875
+875
6240
$45K ﹤0.01%
156
-93
6241
$45K ﹤0.01%
4,431
-1,829
6242
$44K ﹤0.01%
66
-52
6243
$44K ﹤0.01%
5,236
+2,560
6244
$44K ﹤0.01%
1,482
+834
6245
$44K ﹤0.01%
1,965
-3,276
6246
$44K ﹤0.01%
8,137
-24,761
6247
$44K ﹤0.01%
564
-1,560
6248
$44K ﹤0.01%
3,136
+112
6249
$44K ﹤0.01%
120
6250
$44K ﹤0.01%
+4,415
248 249
250
251 252