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
2851
$8.04M ﹤0.01%
169,504
+31,086
2852
$8.02M ﹤0.01%
81,366
+14,891
2853
$8.02M ﹤0.01%
240,522
-767,070
2854
$8M ﹤0.01%
337,970
-98,999
2855
$7.99M ﹤0.01%
128,255
-1,311
2856
$7.99M ﹤0.01%
653,762
+257,951
2857
$7.98M ﹤0.01%
86,611
-24,475
2858
$7.97M ﹤0.01%
119,540
-26,747
2859
$7.97M ﹤0.01%
67,254
+26,435
2860
$7.97M ﹤0.01%
189,762
+23,613
2861
$7.96M ﹤0.01%
172,500
-10,695
2862
$7.96M ﹤0.01%
671,288
+85,581
2863
$7.96M ﹤0.01%
83,403
-6,459
2864
$7.96M ﹤0.01%
104,508
-50,576
2865
$7.96M ﹤0.01%
117,632
+34,810
2866
$7.95M ﹤0.01%
211,611
-192,371
2867
$7.95M ﹤0.01%
30,079
+7,821
2868
$7.95M ﹤0.01%
303,177
+175,094
2869
$7.93M ﹤0.01%
29,937
-11,421
2870
$7.93M ﹤0.01%
326,282
+134,760
2871
$7.92M ﹤0.01%
540,159
-33,487
2872
$7.92M ﹤0.01%
+800,349
2873
$7.91M ﹤0.01%
547,405
+98,521
2874
$7.91M ﹤0.01%
333,075
+13,186
2875
$7.9M ﹤0.01%
171,624
+54,589
113 114
115
116 117