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
2201
$15.2M ﹤0.01%
331,273
-18,445
2202
$15.2M ﹤0.01%
158,848
-150,880
2203
$15.2M ﹤0.01%
118,562
+1,993
2204
$15.2M ﹤0.01%
354,330
-1,014,288
2205
$15.1M ﹤0.01%
101,541
+73,282
2206
$15.1M ﹤0.01%
699,955
+146,953
2207
$15.1M ﹤0.01%
1,090,021
+296,987
2208
$15.1M ﹤0.01%
441,043
+13,258
2209
$15.1M ﹤0.01%
246,370
-39,870
2210
$15.1M ﹤0.01%
2,868,214
+165,199
2211
$15.1M ﹤0.01%
192,050
+10,015
2212
$15M ﹤0.01%
3,785,699
-6,506,230
2213
$15M ﹤0.01%
882,496
-350,158
2214
$14.9M ﹤0.01%
919,668
+116,643
2215
$14.9M ﹤0.01%
444,310
-72,307
2216
$14.9M ﹤0.01%
856,139
+55,913
2217
$14.9M ﹤0.01%
325,255
-238,487
2218
$14.9M ﹤0.01%
325,728
-25,089
2219
$14.9M ﹤0.01%
730,989
-908,850
2220
$14.9M ﹤0.01%
599,297
+599,042
2221
$14.9M ﹤0.01%
186,373
-24,693
2222
$14.9M ﹤0.01%
645,173
-345,171
2223
$14.9M ﹤0.01%
266,652
-53,100
2224
$14.9M ﹤0.01%
438,061
-42,282
2225
$14.8M ﹤0.01%
321,745
+1,025
87 88
89
90 91