Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
+$3.2B
2
+$1.63B
3
+$1.44B
4
SHOP icon
Shopify
SHOP
+$1.3B
5
RPRX icon
Royalty Pharma
RPRX
+$1.06B

Top Sells

1
+$2.04B
2
+$1.68B
3
+$1.39B
4
VIPS icon
Vipshop
VIPS
+$1.11B
5
AAPL icon
Apple
AAPL
+$973M

Sector Composition

1 Technology 18.6%
2 Healthcare 9.66%
3 Financials 8.95%
4 Consumer Discretionary 8.9%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$11.4M ﹤0.01%
120,438
-30,578
2502
$11.3M ﹤0.01%
71,413
-130,040
2503
$11.3M ﹤0.01%
777,016
+157,149
2504
$11.3M ﹤0.01%
228,790
+48,300
2505
$11.3M ﹤0.01%
3,340,710
+3,080,193
2506
$11.3M ﹤0.01%
241,752
-73,970
2507
$11.3M ﹤0.01%
85,977
+33,365
2508
$11.3M ﹤0.01%
391,374
+31,053
2509
$11.3M ﹤0.01%
597,742
+146,541
2510
$11.2M ﹤0.01%
295,807
-238,650
2511
$11.2M ﹤0.01%
1,004,793
-263,728
2512
$11.2M ﹤0.01%
274,905
+90,368
2513
$11.2M ﹤0.01%
830,056
+289,962
2514
$11.2M ﹤0.01%
63,935
-2,415
2515
$11.2M ﹤0.01%
117,526
-140,630
2516
$11.2M ﹤0.01%
231,306
+42,070
2517
$11.2M ﹤0.01%
225,843
+43,519
2518
$11.2M ﹤0.01%
168,155
-91,578
2519
$11.2M ﹤0.01%
244,025
-430,744
2520
$11.2M ﹤0.01%
269,265
-75,371
2521
$11.2M ﹤0.01%
103,718
+80,141
2522
$11.2M ﹤0.01%
398,202
-169,560
2523
$11.1M ﹤0.01%
1,048,250
+240,549
2524
$11.1M ﹤0.01%
220,332
-20,995
2525
$11.1M ﹤0.01%
223,560
+33,207
99 100
101
102 103