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
2251
$14.5M ﹤0.01%
1,529,645
+43,154
2252
$14.5M ﹤0.01%
433,262
+7,914
2253
$14.5M ﹤0.01%
360,534
+92,835
2254
$14.4M ﹤0.01%
216,571
+127,134
2255
$14.4M ﹤0.01%
345,053
+209,617
2256
$14.4M ﹤0.01%
305,592
+4,579
2257
$14.4M ﹤0.01%
171,211
+46,772
2258
$14.4M ﹤0.01%
65,781
+13,361
2259
$14.4M ﹤0.01%
440,836
+67,664
2260
$14.4M ﹤0.01%
1,019,210
-69,309
2261
$14.4M ﹤0.01%
192,601
-103,755
2262
$14.3M ﹤0.01%
161,094
+32,353
2263
$14.3M ﹤0.01%
17,559
+1,290
2264
$14.3M ﹤0.01%
155,042
-17,305
2265
$14.3M ﹤0.01%
362,695
+300,132
2266
$14.2M ﹤0.01%
608,083
+75,775
2267
$14.2M ﹤0.01%
235,874
+129,276
2268
$14.2M ﹤0.01%
65,809
+23,160
2269
$14.2M ﹤0.01%
918,318
-24,087
2270
$14.2M ﹤0.01%
106,860
+10,960
2271
$14.2M ﹤0.01%
+921,030
2272
$14.2M ﹤0.01%
722,762
+24,310
2273
$14.2M ﹤0.01%
376,566
-52,579
2274
$14.2M ﹤0.01%
445,009
-167,167
2275
$14.2M ﹤0.01%
835,536
+226,731
89 90
91
92 93