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
6601
$18K ﹤0.01%
2,505
-689
6602
$18K ﹤0.01%
958
6603
$17K ﹤0.01%
2,187
-9,012
6604
$17K ﹤0.01%
1,440
+1,012
6605
$17K ﹤0.01%
+550
6606
$17K ﹤0.01%
+95
6607
$17K ﹤0.01%
2,234
-16,069
6608
$17K ﹤0.01%
1,030
+815
6609
$17K ﹤0.01%
+21,053
6610
$17K ﹤0.01%
2,012
-999
6611
$17K ﹤0.01%
210
-5,355
6612
$17K ﹤0.01%
478
-4,569
6613
$17K ﹤0.01%
382
6614
$17K ﹤0.01%
+585
6615
$17K ﹤0.01%
1,492
+587
6616
$17K ﹤0.01%
1,490
-1,805
6617
$17K ﹤0.01%
6,600
-76,449
6618
$17K ﹤0.01%
+1,693
6619
$17K ﹤0.01%
647
-50
6620
$17K ﹤0.01%
2,200
6621
$17K ﹤0.01%
2,000
6622
$16K ﹤0.01%
5,906
+5,858
6623
$16K ﹤0.01%
+385
6624
$16K ﹤0.01%
190
-188
6625
$16K ﹤0.01%
1,163
263 264
265
266 267