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
2576
$10.5M ﹤0.01%
47,511
+13,660
2577
$10.5M ﹤0.01%
257,487
-27,540
2578
$10.5M ﹤0.01%
141,928
+8,039
2579
$10.5M ﹤0.01%
580,743
+110,990
2580
$10.5M ﹤0.01%
275,440
-44,799
2581
$10.5M ﹤0.01%
139,197
+9,085
2582
$10.4M ﹤0.01%
577,306
+283,994
2583
$10.4M ﹤0.01%
220,033
-34,118
2584
$10.4M ﹤0.01%
172,960
-2,836
2585
$10.4M ﹤0.01%
50
2586
$10.4M ﹤0.01%
329,831
-151,113
2587
$10.4M ﹤0.01%
189,475
+59,592
2588
$10.4M ﹤0.01%
147,176
+55,237
2589
$10.4M ﹤0.01%
252,928
+175,838
2590
$10.4M ﹤0.01%
293,230
+285,156
2591
$10.4M ﹤0.01%
34,609
+3,697
2592
$10.4M ﹤0.01%
286,616
+39,456
2593
$10.4M ﹤0.01%
219,511
+54,593
2594
$10.3M ﹤0.01%
286,116
+239,273
2595
$10.3M ﹤0.01%
34,618
-25,505
2596
$10.3M ﹤0.01%
2,291,912
-308,557
2597
$10.3M ﹤0.01%
140,110
+55,173
2598
$10.3M ﹤0.01%
115,653
+3,999
2599
$10.3M ﹤0.01%
241,512
-4,079,167
2600
$10.2M ﹤0.01%
335,844
-37,622
102 103
104
105 106