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
2526
$11.1M ﹤0.01%
1,651,679
+1,154,560
2527
$11.1M ﹤0.01%
93,330
-25,528
2528
$11.1M ﹤0.01%
174,202
+22,207
2529
$11.1M ﹤0.01%
207,578
+90,339
2530
$11M ﹤0.01%
1,339,845
-241,224
2531
$11M ﹤0.01%
216,188
-102,693
2532
$11M ﹤0.01%
487,470
-71,784
2533
$11M ﹤0.01%
219,021
+10,835
2534
$11M ﹤0.01%
870,648
-150,921
2535
$11M ﹤0.01%
148,182
-18,354
2536
$11M ﹤0.01%
226,935
-143,441
2537
$11M ﹤0.01%
98,038
-108,108
2538
$11M ﹤0.01%
430,036
+173,841
2539
$10.9M ﹤0.01%
246,391
+113,893
2540
$10.9M ﹤0.01%
92,680
+13,892
2541
$10.9M ﹤0.01%
1,134,501
-402,851
2542
$10.9M ﹤0.01%
174,459
+65,972
2543
$10.9M ﹤0.01%
138,904
+39,364
2544
$10.8M ﹤0.01%
985,429
-27,958
2545
$10.8M ﹤0.01%
189,646
-42,686
2546
$10.8M ﹤0.01%
118,682
-35,629
2547
$10.8M ﹤0.01%
570,810
+185,144
2548
$10.8M ﹤0.01%
3,123,087
+37,145
2549
$10.8M ﹤0.01%
280,732
+116,462
2550
$10.8M ﹤0.01%
247,614
+1,019
100 101
102
103 104