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
2376
$12.9M ﹤0.01%
514,257
+164,171
2377
$12.9M ﹤0.01%
1,056,887
-36,478
2378
$12.9M ﹤0.01%
84,451
-109,586
2379
$12.9M ﹤0.01%
171,716
+64,501
2380
$12.9M ﹤0.01%
292,715
-145,735
2381
$12.8M ﹤0.01%
869,846
-730,060
2382
$12.8M ﹤0.01%
166,062
+38,405
2383
$12.8M ﹤0.01%
1,323,819
+173,528
2384
$12.8M ﹤0.01%
44,078
+24,551
2385
$12.8M ﹤0.01%
127,803
-20,222
2386
$12.8M ﹤0.01%
1,965,444
-191,363
2387
$12.8M ﹤0.01%
209,705
-3,780
2388
$12.8M ﹤0.01%
1,360,665
+62,459
2389
$12.7M ﹤0.01%
51,669
-16,672
2390
$12.7M ﹤0.01%
1,028,548
+77,699
2391
$12.7M ﹤0.01%
848,482
+330,602
2392
$12.7M ﹤0.01%
259,680
-109,436
2393
$12.7M ﹤0.01%
193,452
+66,561
2394
$12.7M ﹤0.01%
265,287
-72,800
2395
$12.7M ﹤0.01%
175,282
-195,925
2396
$12.6M ﹤0.01%
105,466
-16,290
2397
$12.6M ﹤0.01%
219,051
+26
2398
$12.6M ﹤0.01%
1,385,176
+785,567
2399
$12.6M ﹤0.01%
66,973
-12,758
2400
$12.6M ﹤0.01%
217,979
-1,814
94 95
96
97 98