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
2226
$14.8M ﹤0.01%
344,372
+21,077
2227
$14.8M ﹤0.01%
302,995
+115,111
2228
$14.8M ﹤0.01%
478,643
-251,234
2229
$14.7M ﹤0.01%
549,480
+145,894
2230
$14.7M ﹤0.01%
341,873
-12,698
2231
$14.7M ﹤0.01%
410,751
-433,112
2232
$14.7M ﹤0.01%
+546,278
2233
$14.7M ﹤0.01%
133,580
-791,664
2234
$14.7M ﹤0.01%
261,877
+26,394
2235
$14.7M ﹤0.01%
427,958
+29,417
2236
$14.7M ﹤0.01%
107,291
+51,953
2237
$14.6M ﹤0.01%
1,413,135
+55,957
2238
$14.6M ﹤0.01%
130,610
+2,313
2239
$14.6M ﹤0.01%
219,259
-41,373
2240
$14.6M ﹤0.01%
426,038
-505,826
2241
$14.6M ﹤0.01%
999,140
+207,069
2242
$14.6M ﹤0.01%
2,255,316
+405,132
2243
$14.6M ﹤0.01%
266,026
+76,792
2244
$14.6M ﹤0.01%
289,419
+26,914
2245
$14.6M ﹤0.01%
1,295,132
-2,839,702
2246
$14.6M ﹤0.01%
321,247
+232,971
2247
$14.6M ﹤0.01%
1,511,982
-89,301
2248
$14.6M ﹤0.01%
1,186,734
+272,895
2249
$14.5M ﹤0.01%
296,032
+82,622
2250
$14.5M ﹤0.01%
544,913
-5,859,205
88 89
90
91 92