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
2726
$9.15M ﹤0.01%
334,102
-34,486
2727
$9.14M ﹤0.01%
2,223,081
+304,870
2728
$9.14M ﹤0.01%
61,807
-10,176
2729
$9.12M ﹤0.01%
54,995
-456,432
2730
$9.1M ﹤0.01%
385,069
-114,811
2731
$9.1M ﹤0.01%
330,400
-198,572
2732
$9.1M ﹤0.01%
238,556
-177,623
2733
$9.09M ﹤0.01%
219,428
-8,134
2734
$9.03M ﹤0.01%
404,184
-267,694
2735
$9.02M ﹤0.01%
172,146
+86,830
2736
$9.01M ﹤0.01%
124,507
+42,540
2737
$9.01M ﹤0.01%
1,125,618
+60,991
2738
$8.99M ﹤0.01%
379,369
-686,111
2739
$8.98M ﹤0.01%
369,126
-204,367
2740
$8.98M ﹤0.01%
5,830,446
-710,103
2741
$8.97M ﹤0.01%
327,791
+158,792
2742
$8.97M ﹤0.01%
621,372
+57,560
2743
$8.95M ﹤0.01%
262,488
+80,309
2744
$8.95M ﹤0.01%
714,372
-100,883
2745
$8.95M ﹤0.01%
60,814
+13,628
2746
$8.95M ﹤0.01%
108,826
+23,071
2747
$8.94M ﹤0.01%
54,832
+974
2748
$8.93M ﹤0.01%
105,089
-12,109
2749
$8.93M ﹤0.01%
278,420
-698,128
2750
$8.92M ﹤0.01%
344,863
-365,854
108 109
110
111 112