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
2701
$9.38M ﹤0.01%
176,026
+15,462
2702
$9.38M ﹤0.01%
137,764
+83,171
2703
$9.37M ﹤0.01%
179,678
+119,923
2704
$9.36M ﹤0.01%
84,726
-2,180
2705
$9.34M ﹤0.01%
136,418
+60,086
2706
$9.34M ﹤0.01%
134,440
-31,098
2707
$9.3M ﹤0.01%
147,120
+12,616
2708
$9.3M ﹤0.01%
70,890
+7,855
2709
$9.3M ﹤0.01%
445,650
-237,807
2710
$9.29M ﹤0.01%
202,939
+118,705
2711
$9.29M ﹤0.01%
145,953
+12,148
2712
$9.27M ﹤0.01%
447,413
-774,786
2713
$9.25M ﹤0.01%
101,073
-73,526
2714
$9.22M ﹤0.01%
140,247
-39,018
2715
$9.2M ﹤0.01%
88,361
+42,469
2716
$9.2M ﹤0.01%
1,051,012
-53,049
2717
$9.19M ﹤0.01%
212,800
-167
2718
$9.19M ﹤0.01%
261,219
+11,148
2719
$9.19M ﹤0.01%
41,066
-30,908
2720
$9.19M ﹤0.01%
304,737
-41,598
2721
$9.19M ﹤0.01%
53,618
-166,436
2722
$9.18M ﹤0.01%
94,083
-27,127
2723
$9.18M ﹤0.01%
94,910
+13,249
2724
$9.18M ﹤0.01%
219,254
+22,431
2725
$9.16M ﹤0.01%
143,967
-63,734