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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
6801
$9K ﹤0.01%
283
+38
6802
$9K ﹤0.01%
82
+80
6803
$9K ﹤0.01%
+57
6804
$9K ﹤0.01%
870
+800
6805
$9K ﹤0.01%
8,200
-26,944
6806
$9K ﹤0.01%
373
6807
$9K ﹤0.01%
7,419
+6,999
6808
$9K ﹤0.01%
33
-111
6809
$9K ﹤0.01%
+900
6810
$9K ﹤0.01%
+904
6811
$9K ﹤0.01%
890
+500
6812
$9K ﹤0.01%
+7,143
6813
$9K ﹤0.01%
378
-190
6814
$9K ﹤0.01%
1,146
-12,728
6815
$9K ﹤0.01%
825
6816
$9K ﹤0.01%
1,383
-18,181
6817
$8K ﹤0.01%
+957
6818
$8K ﹤0.01%
369
6819
$8K ﹤0.01%
150
6820
$8K ﹤0.01%
+111
6821
$8K ﹤0.01%
943
-658,009
6822
$8K ﹤0.01%
239
-1,558
6823
$8K ﹤0.01%
154
6824
$8K ﹤0.01%
200
6825
$8K ﹤0.01%
1,600
-139