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
2801
$8.43M ﹤0.01%
216,935
+205,971
2802
$8.43M ﹤0.01%
291,740
+87,850
2803
$8.42M ﹤0.01%
307,452
-9,438
2804
$8.4M ﹤0.01%
138,160
+76,952
2805
$8.4M ﹤0.01%
125,931
+7,542
2806
$8.39M ﹤0.01%
100,258
-144,071
2807
$8.38M ﹤0.01%
299,880
-45,863
2808
$8.36M ﹤0.01%
87,850
-27,472
2809
$8.35M ﹤0.01%
580,480
-53,273
2810
$8.34M ﹤0.01%
132,822
-26,548
2811
$8.31M ﹤0.01%
1,786,513
-711,809
2812
$8.29M ﹤0.01%
539,836
-16,868
2813
$8.29M ﹤0.01%
132,830
+88,326
2814
$8.28M ﹤0.01%
155,410
+49,007
2815
$8.27M ﹤0.01%
387,341
-1,289
2816
$8.27M ﹤0.01%
753,517
+476,623
2817
$8.26M ﹤0.01%
113,586
-38,644
2818
$8.26M ﹤0.01%
344,204
-76,117
2819
$8.25M ﹤0.01%
206,947
-82,209
2820
$8.25M ﹤0.01%
93,471
-46,855
2821
$8.25M ﹤0.01%
861,887
-304,466
2822
$8.24M ﹤0.01%
104,027
+13,003
2823
$8.24M ﹤0.01%
189,228
+16,710
2824
$8.23M ﹤0.01%
141,625
+674
2825
$8.21M ﹤0.01%
598,769
-232,195