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
6526
$22K ﹤0.01%
+2,213
6527
$22K ﹤0.01%
+2,134
6528
$22K ﹤0.01%
+15,000
6529
$22K ﹤0.01%
13,820
-89,294
6530
$21K ﹤0.01%
+5,791
6531
$21K ﹤0.01%
+1,584
6532
$21K ﹤0.01%
6,181
-34,461
6533
$21K ﹤0.01%
5,148
+8
6534
$21K ﹤0.01%
1,356
-4,148
6535
$21K ﹤0.01%
+750
6536
$21K ﹤0.01%
+2,186
6537
$21K ﹤0.01%
+2,123
6538
$21K ﹤0.01%
+2,084
6539
$21K ﹤0.01%
13,661
+7,661
6540
$21K ﹤0.01%
+2,161
6541
$20K ﹤0.01%
799
+600
6542
$20K ﹤0.01%
6,600
+5,516
6543
$20K ﹤0.01%
1,500
6544
$20K ﹤0.01%
+2,000
6545
$20K ﹤0.01%
1,013
6546
$20K ﹤0.01%
636
6547
$20K ﹤0.01%
9,063
+8,793
6548
$20K ﹤0.01%
419
+103
6549
$20K ﹤0.01%
4,605
+4,597
6550
$20K ﹤0.01%
+160
260 261
262
263 264