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
2426
$12.2M ﹤0.01%
244,110
-16,900
2427
$12.2M ﹤0.01%
1,278,931
+235,839
2428
$12.2M ﹤0.01%
1,012,909
+261,284
2429
$12.2M ﹤0.01%
806,865
-3,547
2430
$12.2M ﹤0.01%
197,112
-42,989
2431
$12.1M ﹤0.01%
949,816
-36,789
2432
$12.1M ﹤0.01%
269,230
-11,714
2433
$12.1M ﹤0.01%
1,818,908
+196,373
2434
$12.1M ﹤0.01%
864,004
-55,534
2435
$12.1M ﹤0.01%
277,992
+22,926
2436
$12.1M ﹤0.01%
534,783
-231,276
2437
$12.1M ﹤0.01%
30,978
-13,012
2438
$12.1M ﹤0.01%
205,189
+14,838
2439
$12.1M ﹤0.01%
232,605
+87,220
2440
$12.1M ﹤0.01%
424,260
+73,324
2441
$12.1M ﹤0.01%
301,369
-60,306
2442
$12.1M ﹤0.01%
752,651
+675,882
2443
$12.1M ﹤0.01%
272,704
-112,620
2444
$12.1M ﹤0.01%
125,537
+6,186
2445
$12M ﹤0.01%
196,353
-100,476
2446
$12M ﹤0.01%
129,756
-41,483
2447
$12M ﹤0.01%
260,569
-8,893
2448
$12M ﹤0.01%
366,123
-170,119
2449
$12M ﹤0.01%
758,523
+76,224
2450
$12M ﹤0.01%
1,258,990
-511
96 97
98
99 100