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
3026
$6.96M ﹤0.01%
247,354
+155,503
3027
$6.96M ﹤0.01%
517,095
-56,388
3028
$6.94M ﹤0.01%
433,569
+349,261
3029
$6.93M ﹤0.01%
63,977
-45,746
3030
$6.93M ﹤0.01%
139,470
-15,687
3031
$6.92M ﹤0.01%
269,772
-65,788
3032
$6.92M ﹤0.01%
371,874
+58,186
3033
$6.91M ﹤0.01%
315,111
+15,654
3034
$6.91M ﹤0.01%
289,921
+2,537
3035
$6.91M ﹤0.01%
148,335
+22,050
3036
$6.91M ﹤0.01%
136,028
+120,666
3037
$6.91M ﹤0.01%
212,871
-47,822
3038
$6.89M ﹤0.01%
27,918
+16,005
3039
$6.89M ﹤0.01%
762,561
-660,148
3040
$6.83M ﹤0.01%
165,208
-43,189
3041
$6.83M ﹤0.01%
800,064
+133,998
3042
$6.82M ﹤0.01%
83,133
+2,397
3043
$6.81M ﹤0.01%
98,031
+81,111
3044
$6.8M ﹤0.01%
310,587
-92,605
3045
$6.8M ﹤0.01%
101,327
+22,652
3046
$6.8M ﹤0.01%
163,438
+22,752
3047
$6.78M ﹤0.01%
889,540
-296,554
3048
$6.77M ﹤0.01%
107,959
-14,013
3049
$6.77M ﹤0.01%
739,457
-10,228
3050
$6.76M ﹤0.01%
396,880
+65,703
120 121
122
123 124