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
2651
$9.87M ﹤0.01%
356,834
-12,074
2652
$9.86M ﹤0.01%
248,833
+120,023
2653
$9.86M ﹤0.01%
2,373
+2,215
2654
$9.85M ﹤0.01%
136,011
+37,684
2655
$9.85M ﹤0.01%
133,866
+60,696
2656
$9.83M ﹤0.01%
143,054
-94,386
2657
$9.83M ﹤0.01%
210,314
+5,138
2658
$9.83M ﹤0.01%
195,695
-21,126
2659
$9.81M ﹤0.01%
146,400
-39,168
2660
$9.81M ﹤0.01%
376,878
+288,457
2661
$9.79M ﹤0.01%
81,520
-100,282
2662
$9.79M ﹤0.01%
705,967
-277,083
2663
$9.78M ﹤0.01%
1,268,985
-13,851
2664
$9.78M ﹤0.01%
95,768
+24,764
2665
$9.76M ﹤0.01%
305,573
-116,387
2666
$9.76M ﹤0.01%
435,325
+162,513
2667
$9.76M ﹤0.01%
147,276
+39,260
2668
$9.71M ﹤0.01%
155,748
-38,593
2669
$9.69M ﹤0.01%
72,066
-11,748
2670
$9.68M ﹤0.01%
334,822
+145,751
2671
$9.67M ﹤0.01%
487,769
-141,626
2672
$9.67M ﹤0.01%
933,673
+66,785
2673
$9.67M ﹤0.01%
423,633
+89,770
2674
$9.67M ﹤0.01%
936,311
-674,998
2675
$9.66M ﹤0.01%
604,406
+536,151