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
2301
$13.8M ﹤0.01%
609,243
-19,076
2302
$13.8M ﹤0.01%
197,224
-169,739
2303
$13.8M ﹤0.01%
1,321,431
+252,951
2304
$13.8M ﹤0.01%
211,322
-27,515
2305
$13.8M ﹤0.01%
243,352
-7,570
2306
$13.7M ﹤0.01%
364,689
+1,728
2307
$13.7M ﹤0.01%
334,465
+300,469
2308
$13.7M ﹤0.01%
262,932
-41,558
2309
$13.7M ﹤0.01%
884,553
+35,286
2310
$13.7M ﹤0.01%
266,866
-7,222
2311
$13.7M ﹤0.01%
77,915
+13,832
2312
$13.7M ﹤0.01%
859,179
-42,934
2313
$13.7M ﹤0.01%
234,450
-70,515
2314
$13.7M ﹤0.01%
301,819
+1,081
2315
$13.6M ﹤0.01%
723,299
+537,305
2316
$13.6M ﹤0.01%
350,740
+333,257
2317
$13.6M ﹤0.01%
1,847,851
+265,610
2318
$13.6M ﹤0.01%
849,566
+41,957
2319
$13.6M ﹤0.01%
1,445,286
-61,266
2320
$13.6M ﹤0.01%
332,398
+70,226
2321
$13.6M ﹤0.01%
192,669
+7,165
2322
$13.5M ﹤0.01%
119,225
+1,700
2323
$13.5M ﹤0.01%
38,895
-2,388
2324
$13.5M ﹤0.01%
1,716,462
+1,196,712
2325
$13.5M ﹤0.01%
234,020
+64,393
91 92
93
94 95