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
2176
$15.5M ﹤0.01%
793,242
-727,248
2177
$15.5M ﹤0.01%
653,291
+367,012
2178
$15.5M ﹤0.01%
336,907
+60,680
2179
$15.5M ﹤0.01%
812,159
-426,608
2180
$15.5M ﹤0.01%
222,309
-5,466
2181
$15.5M ﹤0.01%
525,799
+185,388
2182
$15.5M ﹤0.01%
837,863
-402,294
2183
$15.4M ﹤0.01%
1,120,693
+815,021
2184
$15.4M ﹤0.01%
534,675
-107,766
2185
$15.4M ﹤0.01%
847,312
+736,595
2186
$15.4M ﹤0.01%
205,611
-91,669
2187
$15.4M ﹤0.01%
201,203
-19,526
2188
$15.3M ﹤0.01%
356,650
+156,407
2189
$15.3M ﹤0.01%
68,164
+2,426
2190
$15.3M ﹤0.01%
258,308
+8,387
2191
$15.3M ﹤0.01%
834,884
-261,440
2192
$15.3M ﹤0.01%
413,249
+412,467
2193
$15.3M ﹤0.01%
834,376
-46,205
2194
$15.3M ﹤0.01%
1,241,382
+204,215
2195
$15.3M ﹤0.01%
109,386
+60,649
2196
$15.3M ﹤0.01%
196,638
-137,288
2197
$15.3M ﹤0.01%
347,133
-71,091
2198
$15.3M ﹤0.01%
521,220
-2,108,628
2199
$15.2M ﹤0.01%
1,412,087
-206,426
2200
$15.2M ﹤0.01%
1,175,216
+414,519
86 87
88
89 90