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
2926
$7.57M ﹤0.01%
308,921
+284,337
2927
$7.56M ﹤0.01%
197,290
-5,994
2928
$7.56M ﹤0.01%
755,227
+496,044
2929
$7.56M ﹤0.01%
182,257
-32,240
2930
$7.54M ﹤0.01%
169,656
-4,269
2931
$7.54M ﹤0.01%
236,366
+16,696
2932
$7.54M ﹤0.01%
135,037
+26,654
2933
$7.53M ﹤0.01%
296,846
+66,836
2934
$7.53M ﹤0.01%
119,040
-157,627
2935
$7.53M ﹤0.01%
93,377
-29,248
2936
$7.51M ﹤0.01%
155,753
-252,063
2937
$7.51M ﹤0.01%
359,081
+210,334
2938
$7.5M ﹤0.01%
126,603
-5,913
2939
$7.49M ﹤0.01%
789,417
+302,019
2940
$7.47M ﹤0.01%
386,297
+103,518
2941
$7.47M ﹤0.01%
324,636
-207,419
2942
$7.47M ﹤0.01%
262,038
+29,581
2943
$7.47M ﹤0.01%
97,825
+20,688
2944
$7.47M ﹤0.01%
400,783
+334,324
2945
$7.46M ﹤0.01%
562,678
+503,501
2946
$7.46M ﹤0.01%
124,499
-36,469
2947
$7.44M ﹤0.01%
161,494
-4,816
2948
$7.44M ﹤0.01%
99,735
-112,075
2949
$7.44M ﹤0.01%
71,138
-15,236
2950
$7.44M ﹤0.01%
239,402
+64,005
116 117
118
119 120