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
6726
$12K ﹤0.01%
+1,118
6727
$12K ﹤0.01%
1,131
-1,028,608
6728
$12K ﹤0.01%
3,579
6729
$11K ﹤0.01%
4,200
6730
$11K ﹤0.01%
600
6731
$11K ﹤0.01%
1,200
+1,100
6732
$11K ﹤0.01%
+104
6733
$11K ﹤0.01%
1,944
-16,373
6734
$11K ﹤0.01%
932
-9,552
6735
$11K ﹤0.01%
260
+50
6736
$11K ﹤0.01%
171
6737
$11K ﹤0.01%
245
-5,199
6738
$11K ﹤0.01%
2,750
+1,250
6739
$11K ﹤0.01%
+133
6740
$11K ﹤0.01%
19,450
6741
$11K ﹤0.01%
143
-532
6742
$11K ﹤0.01%
5,324
-47,401
6743
$11K ﹤0.01%
2,057
-2,871
6744
$11K ﹤0.01%
1,123
+1,047
6745
$11K ﹤0.01%
+505
6746
$11K ﹤0.01%
4,942
-132
6747
$11K ﹤0.01%
185
+183
6748
$10K ﹤0.01%
+1,124
6749
– –
0
6750
$10K ﹤0.01%
2,000
-6,667
268 269
270
271 272