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
2626
$10M ﹤0.01%
675,010
-2,584
2627
$10M ﹤0.01%
1,335,130
-2,276,637
2628
$10M ﹤0.01%
223,362
+172,250
2629
$10M ﹤0.01%
686,651
+110,457
2630
$10M ﹤0.01%
618,728
+158,965
2631
$10M ﹤0.01%
432,007
-84,605
2632
$10M ﹤0.01%
204,588
+74,570
2633
$10M ﹤0.01%
361,051
+191,147
2634
$10M ﹤0.01%
271,244
+11,467
2635
$10M ﹤0.01%
452,642
-97,225
2636
$9.99M ﹤0.01%
370,695
+15,398
2637
$9.99M ﹤0.01%
293,148
+71,172
2638
$9.99M ﹤0.01%
311,421
-480,482
2639
$9.99M ﹤0.01%
118,839
+68,794
2640
$9.94M ﹤0.01%
391,610
-99,107
2641
$9.94M ﹤0.01%
104,495
+29,997
2642
$9.93M ﹤0.01%
42,151
+5,399
2643
$9.93M ﹤0.01%
96,692
-13,253
2644
$9.92M ﹤0.01%
316,413
+279,469
2645
$9.91M ﹤0.01%
161,548
-94,836
2646
$9.91M ﹤0.01%
791,780
-133,445
2647
$9.91M ﹤0.01%
665,758
+32,737
2648
$9.89M ﹤0.01%
151,703
-50,732
2649
$9.88M ﹤0.01%
210,094
-17,016
2650
$9.88M ﹤0.01%
6,541
+6,469