We are live on ! Find out more
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
7201
$1K ﹤0.01%
32
-4,317
7202
$1K ﹤0.01%
400
7203
$1K ﹤0.01%
62
-2,911
7204
$1K ﹤0.01%
30
7205
$1K ﹤0.01%
2
+1
7206
$1K ﹤0.01%
+124
7207
$1K ﹤0.01%
+124
7208
$1K ﹤0.01%
+100
7209
$1K ﹤0.01%
90
7210
$1K ﹤0.01%
2
+1
7211
$1K ﹤0.01%
70
7212
$1K ﹤0.01%
+5
7213
$1K ﹤0.01%
322
-14,515
7214
$1K ﹤0.01%
+125
7215
$1K ﹤0.01%
+118
7216
$1K ﹤0.01%
6
-461
7217
$1K ﹤0.01%
+119
7218
$1K ﹤0.01%
+127
7219
$1K ﹤0.01%
203
7220
$1K ﹤0.01%
+125
7221
$1K ﹤0.01%
+125
7222
$1K ﹤0.01%
+135
7223
$1K ﹤0.01%
3
-1,612
7224
$1K ﹤0.01%
53
+46
7225
$1K ﹤0.01%
30
-27,065