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
2351
$13.2M ﹤0.01%
558,291
+452,739
2352
$13.2M ﹤0.01%
147,936
+29,378
2353
$13.2M ﹤0.01%
270,233
+52,016
2354
$13.1M ﹤0.01%
918,805
+298,754
2355
$13.1M ﹤0.01%
260,746
+74,948
2356
$13.1M ﹤0.01%
120,432
-38,023
2357
$13.1M ﹤0.01%
174,721
+71,152
2358
$13.1M ﹤0.01%
79,545
-15,499
2359
$13M ﹤0.01%
402
+2
2360
$13M ﹤0.01%
932,909
-4,353
2361
$13M ﹤0.01%
37,442
-21,603
2362
$13M ﹤0.01%
1,446,307
-780,566
2363
$13M ﹤0.01%
53,188
+10,824
2364
$13M ﹤0.01%
159,000
+91,757
2365
$13M ﹤0.01%
415,746
+36,978
2366
$13M ﹤0.01%
256,788
+36,466
2367
$13M ﹤0.01%
193,230
+133,485
2368
$13M ﹤0.01%
575,419
+49,007
2369
$13M ﹤0.01%
385,196
+308,563
2370
$12.9M ﹤0.01%
403,262
+21,183
2371
$12.9M ﹤0.01%
24,212
+13,970
2372
$12.9M ﹤0.01%
521,941
+503,193
2373
$12.9M ﹤0.01%
449,518
+282,358
2374
$12.9M ﹤0.01%
314,194
-53,701
2375
$12.9M ﹤0.01%
291,961
+24,617
93 94
95
96 97