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
6451
$27K ﹤0.01%
1,048
+23
6452
$27K ﹤0.01%
1,021
-11,095
6453
$27K ﹤0.01%
+2,971
6454
$27K ﹤0.01%
+2,695
6455
$27K ﹤0.01%
+1,025
6456
$27K ﹤0.01%
2,704
+1,000
6457
$27K ﹤0.01%
1,076
6458
$26K ﹤0.01%
+2,598
6459
$26K ﹤0.01%
896
6460
$26K ﹤0.01%
643
-13,387
6461
$26K ﹤0.01%
+104
6462
$26K ﹤0.01%
2,747
+2,089
6463
$26K ﹤0.01%
1,229
-4,432
6464
$26K ﹤0.01%
17,719
6465
$26K ﹤0.01%
464
+94
6466
$26K ﹤0.01%
49
-93
6467
$26K ﹤0.01%
56
+54
6468
$26K ﹤0.01%
917
+150
6469
$26K ﹤0.01%
550
+400
6470
$26K ﹤0.01%
6,600
-22,618
6471
$26K ﹤0.01%
15,411
+150
6472
$26K ﹤0.01%
+2,567
6473
$26K ﹤0.01%
1,864
-18,299
6474
$26K ﹤0.01%
2,381
+2,081
6475
$26K ﹤0.01%
2,629
257 258
259
260 261