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
6551
$20K ﹤0.01%
640
6552
$20K ﹤0.01%
86
+16
6553
$20K ﹤0.01%
817
-2,652
6554
$20K ﹤0.01%
1,248
-5,248
6555
$20K ﹤0.01%
+2,054
6556
$20K ﹤0.01%
+1,864
6557
$20K ﹤0.01%
+2,000
6558
$20K ﹤0.01%
+2,021
6559
$20K ﹤0.01%
11,715
-8,965
6560
$19K ﹤0.01%
15,300
+4,300
6561
$19K ﹤0.01%
2,240
-1,579
6562
$19K ﹤0.01%
1,108
-1,513
6563
$19K ﹤0.01%
1,250
6564
$19K ﹤0.01%
1,810
-28,812
6565
$19K ﹤0.01%
118
-3,429
6566
$19K ﹤0.01%
3,078
-15,572
6567
$19K ﹤0.01%
9,071
-41,947
6568
$19K ﹤0.01%
885
-962
6569
$19K ﹤0.01%
+300
6570
$19K ﹤0.01%
+696
6571
$19K ﹤0.01%
1,238
-20,860
6572
$19K ﹤0.01%
+1,895
6573
$19K ﹤0.01%
+1,879
6574
$19K ﹤0.01%
339
+89
6575
$19K ﹤0.01%
+1,704
261 262
263
264 265