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
6426
$29K ﹤0.01%
1,171
+1,016
6427
$29K ﹤0.01%
1,500
-1,340
6428
$29K ﹤0.01%
1,192
-7,048
6429
$28K ﹤0.01%
3,146
+1,806
6430
$28K ﹤0.01%
2,808
-433
6431
$28K ﹤0.01%
+561
6432
$28K ﹤0.01%
603
6433
$28K ﹤0.01%
1,050
-62
6434
$28K ﹤0.01%
38
+24
6435
$28K ﹤0.01%
989
-691
6436
$28K ﹤0.01%
8,119
-32,530
6437
$28K ﹤0.01%
1,160
6438
$28K ﹤0.01%
8,803
-102,292
6439
$28K ﹤0.01%
+2,823
6440
$28K ﹤0.01%
+2,905
6441
$27K ﹤0.01%
+15,550
6442
$27K ﹤0.01%
105
+55
6443
$27K ﹤0.01%
600
-600
6444
$27K ﹤0.01%
509
-514
6445
$27K ﹤0.01%
2,772
+2,026
6446
$27K ﹤0.01%
900
6447
$27K ﹤0.01%
24,789
+20,789
6448
$27K ﹤0.01%
69
-90
6449
$27K ﹤0.01%
1,580
-10,868
6450
$27K ﹤0.01%
104
-632
256 257
258
259 260