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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
6226
$46K ﹤0.01%
1,201
-60
6227
$46K ﹤0.01%
1,776
+155
6228
$46K ﹤0.01%
6,647
+1,904
6229
$46K ﹤0.01%
6,225
-248
6230
$46K ﹤0.01%
+4,173
6231
$46K ﹤0.01%
9,700
6232
$46K ﹤0.01%
+4,514
6233
$45K ﹤0.01%
15,041
+6,276
6234
$45K ﹤0.01%
4,431
-1,829
6235
$45K ﹤0.01%
7,097
-6,438
6236
$45K ﹤0.01%
1,406
+783
6237
$45K ﹤0.01%
3,275
-68,896
6238
$45K ﹤0.01%
+33
6239
$45K ﹤0.01%
+178
6240
$45K ﹤0.01%
1,875
+875
6241
$45K ﹤0.01%
156
-93
6242
$44K ﹤0.01%
814
-2,476
6243
$44K ﹤0.01%
564
-1,560
6244
$44K ﹤0.01%
3,136
+112
6245
$44K ﹤0.01%
120
6246
$44K ﹤0.01%
+4,415
6247
$44K ﹤0.01%
+20,000
6248
$44K ﹤0.01%
66
-52
6249
$44K ﹤0.01%
5,236
+2,560
6250
$44K ﹤0.01%
1,482
+834
248 249
250
251 252