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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
6351
$36K ﹤0.01%
2,975
-8,483
6352
$35K ﹤0.01%
4,589
+1,300
6353
$35K ﹤0.01%
1,195
+975
6354
$35K ﹤0.01%
1,424
-9,602
6355
$35K ﹤0.01%
5,660
6356
$35K ﹤0.01%
945
-6,125
6357
$35K ﹤0.01%
1,350
6358
$35K ﹤0.01%
+3,495
6359
$35K ﹤0.01%
+3,561
6360
$34K ﹤0.01%
11,160
+6,335
6361
$34K ﹤0.01%
353
-202
6362
$34K ﹤0.01%
561
+138
6363
$34K ﹤0.01%
1,128
+128
6364
$34K ﹤0.01%
511
+40
6365
$34K ﹤0.01%
1,536
-1,499
6366
$34K ﹤0.01%
3,600
6367
$34K ﹤0.01%
608
-29,228
6368
$34K ﹤0.01%
1,965
+1,107
6369
$34K ﹤0.01%
9,808
+416
6370
$34K ﹤0.01%
+1,475
6371
$34K ﹤0.01%
600
6372
$34K ﹤0.01%
+16
6373
$34K ﹤0.01%
+3,450
6374
$34K ﹤0.01%
165
-1,246
6375
$34K ﹤0.01%
47,207
+35,164
253 254
255
256 257