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
2676
$9.66M ﹤0.01%
103,040
-8,325
2677
$9.66M ﹤0.01%
113,645
+9,432
2678
$9.63M ﹤0.01%
413,358
+622
2679
$9.61M ﹤0.01%
183,040
-60,215
2680
$9.59M ﹤0.01%
159,681
+157,374
2681
$9.57M ﹤0.01%
407,353
+246,882
2682
$9.57M ﹤0.01%
280,380
+1,496
2683
$9.56M ﹤0.01%
215,100
+17,148
2684
$9.55M ﹤0.01%
177,079
-70,204
2685
$9.54M ﹤0.01%
53,974
-13,661
2686
$9.54M ﹤0.01%
482,855
-412,798
2687
$9.52M ﹤0.01%
359,132
+30,726
2688
$9.51M ﹤0.01%
196,044
-30,729
2689
$9.49M ﹤0.01%
249,513
+65,692
2690
$9.49M ﹤0.01%
296,641
+196,751
2691
$9.48M ﹤0.01%
195,249
+161,393
2692
$9.48M ﹤0.01%
962,276
-492,963
2693
$9.47M ﹤0.01%
2,762,482
+26,950
2694
$9.46M ﹤0.01%
1,098,412
-45,382
2695
$9.45M ﹤0.01%
56,078
+27,473
2696
$9.44M ﹤0.01%
81,438
+18,926
2697
$9.44M ﹤0.01%
398,256
+140,985
2698
$9.44M ﹤0.01%
318,184
+180,713
2699
$9.39M ﹤0.01%
581,534
-363,245
2700
$9.39M ﹤0.01%
566,154
-105,298