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
2601
$10.2M ﹤0.01%
820,895
-462,390
2602
$10.2M ﹤0.01%
578,841
-60,550
2603
$10.2M ﹤0.01%
705,115
-33,405
2604
$10.2M ﹤0.01%
93,992
-13,206
2605
$10.2M ﹤0.01%
191,221
+12,873
2606
$10.2M ﹤0.01%
187,532
-34,761
2607
$10.2M ﹤0.01%
1,150,457
+65,361
2608
$10.2M ﹤0.01%
95,342
-279,977
2609
$10.2M ﹤0.01%
488,325
+233,418
2610
$10.2M ﹤0.01%
445,305
+213,590
2611
$10.2M ﹤0.01%
469,397
-1,952
2612
$10.1M ﹤0.01%
200,694
+42,172
2613
$10.1M ﹤0.01%
211,432
-344,560
2614
$10.1M ﹤0.01%
337,132
+47,463
2615
$10.1M ﹤0.01%
2,849,190
+312,377
2616
$10.1M ﹤0.01%
687,957
+229,377
2617
$10.1M ﹤0.01%
789,852
+102,204
2618
$10.1M ﹤0.01%
187,864
-237,792
2619
$10.1M ﹤0.01%
352,777
+27,012
2620
$10.1M ﹤0.01%
540,440
-9,679
2621
$10.1M ﹤0.01%
725,156
-82,345
2622
$10.1M ﹤0.01%
112,552
+18,682
2623
$10.1M ﹤0.01%
422,819
+78,134
2624
$10.1M ﹤0.01%
1,312,193
+261,005
2625
$10.1M ﹤0.01%
80,093
-47,791
103 104
105
106 107