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
6576
$19K ﹤0.01%
33,083
+12,705
6577
$19K ﹤0.01%
+1,976
6578
$19K ﹤0.01%
3,100
-21,739
6579
$19K ﹤0.01%
3,700
-19,826
6580
$18K ﹤0.01%
1,750
+1,350
6581
$18K ﹤0.01%
470
6582
$18K ﹤0.01%
1,036
6583
$18K ﹤0.01%
63
-844
6584
$18K ﹤0.01%
1,436
-4,430
6585
$18K ﹤0.01%
4,550
6586
$18K ﹤0.01%
+87
6587
$18K ﹤0.01%
+2,635
6588
$18K ﹤0.01%
45
-30
6589
$18K ﹤0.01%
287
-75,348
6590
$18K ﹤0.01%
3,593
-34,655
6591
$18K ﹤0.01%
430
+188
6592
$18K ﹤0.01%
2,456
-5,021
6593
$18K ﹤0.01%
450
+104
6594
$18K ﹤0.01%
908
-78,118
6595
$18K ﹤0.01%
+562
6596
$18K ﹤0.01%
4,069
6597
$18K ﹤0.01%
+6,600
6598
$18K ﹤0.01%
1,600
6599
$18K ﹤0.01%
1,788
+889
6600
$18K ﹤0.01%
+1,574