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
3051
$6.76M ﹤0.01%
241,186
+90,973
3052
$6.75M ﹤0.01%
279,313
+98,219
3053
$6.75M ﹤0.01%
456,929
+15,158
3054
$6.75M ﹤0.01%
854,712
+134,299
3055
$6.75M ﹤0.01%
1,385,804
-341,105
3056
$6.73M ﹤0.01%
389,483
+191,959
3057
$6.73M ﹤0.01%
2,155,739
-11,308
3058
$6.72M ﹤0.01%
645,334
+320,457
3059
$6.71M ﹤0.01%
115,937
+115,511
3060
$6.71M ﹤0.01%
11,922
-2,154
3061
$6.69M ﹤0.01%
63,324
+9,636
3062
$6.69M ﹤0.01%
174,181
-86,311
3063
$6.68M ﹤0.01%
69,184
-416,648
3064
$6.67M ﹤0.01%
805,985
-1,141,908
3065
$6.67M ﹤0.01%
66,568
-10,666
3066
$6.67M ﹤0.01%
145,560
-363,434
3067
$6.67M ﹤0.01%
544,145
+46,890
3068
$6.67M ﹤0.01%
1,621,499
+996,992
3069
$6.66M ﹤0.01%
108,011
+26,284
3070
$6.65M ﹤0.01%
688,249
-267,523
3071
$6.65M ﹤0.01%
59,234
+28,849
3072
$6.64M ﹤0.01%
100,933
-33,284
3073
$6.63M ﹤0.01%
125,310
-70,569
3074
$6.63M ﹤0.01%
492,766
+159,561
3075
$6.62M ﹤0.01%
500,055
-20,582
121 122
123
124 125