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
2876
$7.88M ﹤0.01%
143,087
+51,821
2877
$7.88M ﹤0.01%
177,480
+57,389
2878
$7.87M ﹤0.01%
108,149
+42,821
2879
$7.85M ﹤0.01%
385,166
-526,313
2880
$7.83M ﹤0.01%
726,099
-271,187
2881
$7.8M ﹤0.01%
132,060
+107,024
2882
$7.8M ﹤0.01%
108,027
-33,681
2883
$7.8M ﹤0.01%
408,358
-225,802
2884
$7.8M ﹤0.01%
198,600
+83,729
2885
$7.8M ﹤0.01%
395,586
-27,783
2886
$7.79M ﹤0.01%
203,412
-63,930
2887
$7.79M ﹤0.01%
233,841
-9,425
2888
$7.79M ﹤0.01%
311,808
+73,634
2889
$7.79M ﹤0.01%
103,096
+20,811
2890
$7.79M ﹤0.01%
2,243,438
-229,283
2891
$7.78M ﹤0.01%
201,805
-680,230
2892
$7.78M ﹤0.01%
66,984
-10,490
2893
$7.77M ﹤0.01%
303,419
+159,423
2894
$7.77M ﹤0.01%
403,103
+120,405
2895
$7.76M ﹤0.01%
634,905
-1,030,960
2896
$7.76M ﹤0.01%
51,852
-135,282
2897
$7.75M ﹤0.01%
84,424
-79,614
2898
$7.75M ﹤0.01%
445,443
-169,052
2899
$7.75M ﹤0.01%
152,192
-40,552
2900
$7.74M ﹤0.01%
1,360,719
+92,443
114 115
116
117 118