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
2551
$10.8M ﹤0.01%
148,946
+24,506
2552
$10.8M ﹤0.01%
915,804
+93,782
2553
$10.8M ﹤0.01%
759,784
-592,656
2554
$10.7M ﹤0.01%
258,795
+5,109
2555
$10.7M ﹤0.01%
589,454
+8,139
2556
$10.7M ﹤0.01%
56,106
-64,448
2557
$10.7M ﹤0.01%
110,217
-14,856
2558
$10.7M ﹤0.01%
77,398
+70,674
2559
$10.7M ﹤0.01%
1,870,852
+34,104
2560
$10.6M ﹤0.01%
328,264
+19,328
2561
$10.6M ﹤0.01%
169,209
-90,253
2562
$10.6M ﹤0.01%
413,661
-12,015
2563
$10.6M ﹤0.01%
74,955
-5,904
2564
$10.6M ﹤0.01%
30,290
+9,073
2565
$10.6M ﹤0.01%
592,615
+319,284
2566
$10.6M ﹤0.01%
29,863
+23,456
2567
$10.6M ﹤0.01%
410,677
-229,102
2568
$10.6M ﹤0.01%
323,516
+33,606
2569
$10.6M ﹤0.01%
235,300
-40,158
2570
$10.6M ﹤0.01%
238,779
-157,665
2571
$10.5M ﹤0.01%
188,889
+46,481
2572
$10.5M ﹤0.01%
283,105
-231,976
2573
$10.5M ﹤0.01%
197,007
+55,717
2574
$10.5M ﹤0.01%
197,670
-19,433
2575
$10.5M ﹤0.01%
47,304
+13,634
101 102
103
104 105