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
2976
$7.27M ﹤0.01%
60,230
-15,372
2977
$7.26M ﹤0.01%
50,837
-10,755
2978
$7.25M ﹤0.01%
348,428
-1,461
2979
$7.23M ﹤0.01%
1,030,479
-64,302
2980
$7.23M ﹤0.01%
180,120
-4,121
2981
$7.22M ﹤0.01%
134,626
-30,819
2982
$7.22M ﹤0.01%
194,655
-210
2983
$7.21M ﹤0.01%
244,401
-11,703
2984
$7.21M ﹤0.01%
145,379
-144,009
2985
$7.2M ﹤0.01%
502,210
+37,434
2986
$7.2M ﹤0.01%
133,175
-24,045
2987
$7.2M ﹤0.01%
104,463
-27,653
2988
$7.2M ﹤0.01%
138,570
-10,524
2989
$7.19M ﹤0.01%
145,851
-12,305
2990
$7.19M ﹤0.01%
154,503
-250,243
2991
$7.18M ﹤0.01%
229,801
-47,940
2992
$7.18M ﹤0.01%
712,015
+229,101
2993
$7.17M ﹤0.01%
1,767,148
+1,586,387
2994
$7.17M ﹤0.01%
300,391
+18,646
2995
$7.17M ﹤0.01%
507,821
-37,859
2996
$7.16M ﹤0.01%
152,566
+144,085
2997
$7.16M ﹤0.01%
175,580
-97,327
2998
$7.15M ﹤0.01%
66,667
-16,921
2999
$7.14M ﹤0.01%
196,974
+13,073
3000
$7.13M ﹤0.01%
55,138
-9,701
118 119
120
121 122