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
1851
$21.1M ﹤0.01%
1,992,018
+667,939
1852
$21.1M ﹤0.01%
1,429,592
+1,245,383
1853
$21.1M ﹤0.01%
243,790
+84,454
1854
$21M ﹤0.01%
370,669
+55,010
1855
$21M ﹤0.01%
2,753,526
+196,228
1856
$21M ﹤0.01%
244,319
-19,627
1857
$20.9M ﹤0.01%
642,272
-557,602
1858
$20.9M ﹤0.01%
1,422,603
-305,920
1859
$20.8M ﹤0.01%
318,154
-30,290
1860
$20.8M ﹤0.01%
448,311
+193,105
1861
$20.8M ﹤0.01%
315,100
+11,135
1862
$20.8M ﹤0.01%
311,110
-240,047
1863
$20.8M ﹤0.01%
466,849
+153,995
1864
$20.8M ﹤0.01%
397,263
-79,632
1865
$20.7M ﹤0.01%
337,338
+296,152
1866
$20.7M ﹤0.01%
1,264,663
+395,800
1867
$20.7M ﹤0.01%
1,763,773
-2,351,591
1868
$20.6M ﹤0.01%
402,641
+308,307
1869
$20.6M ﹤0.01%
1,273,055
+65,419
1870
$20.6M ﹤0.01%
373,808
+221,268
1871
$20.6M ﹤0.01%
840,067
+834,067
1872
$20.6M ﹤0.01%
231,933
+143,900
1873
$20.6M ﹤0.01%
356,941
-118,066
1874
$20.6M ﹤0.01%
1,804,174
+238,792
1875
$20.5M ﹤0.01%
220,595
+63,201
73 74
75
76 77