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
2751
$8.91M ﹤0.01%
929,185
+5,636
2752
$8.87M ﹤0.01%
508,961
+353,363
2753
$8.84M ﹤0.01%
331,524
-95,524
2754
$8.83M ﹤0.01%
522,345
-1,335,390
2755
$8.83M ﹤0.01%
332,645
+229,174
2756
$8.82M ﹤0.01%
152,790
-213,770
2757
$8.82M ﹤0.01%
403,657
+277,281
2758
$8.81M ﹤0.01%
655,391
-32,600
2759
$8.81M ﹤0.01%
97,494
-27,020
2760
$8.81M ﹤0.01%
637,989
-279,195
2761
$8.81M ﹤0.01%
416,906
-23,188
2762
$8.77M ﹤0.01%
400,989
-412,646
2763
$8.77M ﹤0.01%
204,299
-57,294
2764
$8.77M ﹤0.01%
197,314
-106,320
2765
$8.75M ﹤0.01%
176,565
+60,369
2766
$8.75M ﹤0.01%
78,021
-86,997
2767
$8.74M ﹤0.01%
577,934
-1,171,880
2768
$8.73M ﹤0.01%
163,651
+9,625
2769
$8.73M ﹤0.01%
58,547
-28,556
2770
$8.71M ﹤0.01%
257,292
-2,058
2771
$8.71M ﹤0.01%
462,590
-178,144
2772
$8.71M ﹤0.01%
314,414
+16,605
2773
$8.69M ﹤0.01%
382,265
-550,633
2774
$8.68M ﹤0.01%
632,573
-168,078
2775
$8.68M ﹤0.01%
131,302
-5,085