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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 18.58%
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
6701
$13K ﹤0.01%
495
-40,724
6702
$13K ﹤0.01%
+47
6703
$13K ﹤0.01%
1,745
-2,260
6704
$13K ﹤0.01%
+1,003
6705
$12K ﹤0.01%
400
6706
$12K ﹤0.01%
+40
6707
$12K ﹤0.01%
645
6708
$12K ﹤0.01%
491
-5,128
6709
$12K ﹤0.01%
630
-25
6710
$12K ﹤0.01%
+800
6711
$12K ﹤0.01%
10,000
-3,000
6712
$12K ﹤0.01%
348
6713
$12K ﹤0.01%
614
-89,387
6714
$12K ﹤0.01%
213
-3,618
6715
$12K ﹤0.01%
+320
6716
$12K ﹤0.01%
403
6717
$12K ﹤0.01%
470
-83
6718
$12K ﹤0.01%
490
+190
6719
$12K ﹤0.01%
2,097
+900
6720
$12K ﹤0.01%
1,107
-198,893
6721
$12K ﹤0.01%
+1,118
6722
$12K ﹤0.01%
1,131
-1,028,608
6723
$12K ﹤0.01%
3,579
6724
$12K ﹤0.01%
780
6725
$12K ﹤0.01%
548
+249