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
1876
$20.5M ﹤0.01%
97,802
-48,973
1877
$20.4M ﹤0.01%
2,171,172
-49,697
1878
$20.4M ﹤0.01%
136,191
+38,431
1879
$20.4M ﹤0.01%
112,695
-37,655
1880
$20.4M ﹤0.01%
1,043,210
+67,075
1881
$20.4M ﹤0.01%
409,129
-28,799
1882
$20.4M ﹤0.01%
96,776
+19,930
1883
$20.4M ﹤0.01%
852,166
-158,532
1884
$20.3M ﹤0.01%
2,000,000
1885
$20.3M ﹤0.01%
1,513,676
+93,848
1886
$20.3M ﹤0.01%
666,614
-451,811
1887
$20.3M ﹤0.01%
147,210
-78,130
1888
$20.3M ﹤0.01%
740,272
+75,188
1889
$20.2M ﹤0.01%
274,719
+108,590
1890
$20.2M ﹤0.01%
1,631,474
+41,689
1891
$20.2M ﹤0.01%
275,628
+100,870
1892
$20.2M ﹤0.01%
3,092,856
-437,015
1893
$20.2M ﹤0.01%
3,977,387
+6,553
1894
$20.2M ﹤0.01%
128,614
-15,351
1895
$20.1M ﹤0.01%
427,158
+248,715
1896
$20.1M ﹤0.01%
698,432
-146,302
1897
$20.1M ﹤0.01%
122,781
-19,366
1898
$20.1M ﹤0.01%
359,156
-15,108
1899
$20.1M ﹤0.01%
454,844
+429,047
1900
$20.1M ﹤0.01%
383,759
+55,796
74 75
76
77 78