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
3126
$6.33M ﹤0.01%
81,090
+56,224
3127
$6.33M ﹤0.01%
114,379
-79,325
3128
$6.32M ﹤0.01%
415,690
-63,468
3129
$6.31M ﹤0.01%
370,619
-376,374
3130
$6.31M ﹤0.01%
435,169
-224,242
3131
$6.3M ﹤0.01%
427,790
-182,389
3132
$6.3M ﹤0.01%
37,644
-8,391
3133
$6.29M ﹤0.01%
1,930,781
+691,486
3134
$6.29M ﹤0.01%
65,602
-57,799
3135
$6.29M ﹤0.01%
447,326
+384,256
3136
$6.28M ﹤0.01%
126,856
+28,593
3137
$6.28M ﹤0.01%
158,450
+42,141
3138
$6.27M ﹤0.01%
222,067
-47,949
3139
$6.27M ﹤0.01%
276,404
+71,047
3140
$6.27M ﹤0.01%
153,326
-46,526
3141
$6.27M ﹤0.01%
106,073
-12,351
3142
$6.26M ﹤0.01%
341,600
+9,692
3143
$6.25M ﹤0.01%
175,978
+25,670
3144
$6.25M ﹤0.01%
268,717
-23,700
3145
$6.24M ﹤0.01%
+100,054
3146
$6.23M ﹤0.01%
14,962
-9,646
3147
$6.23M ﹤0.01%
2,830,758
+13
3148
$6.22M ﹤0.01%
48,059
-10,486
3149
$6.22M ﹤0.01%
62,387
+25,539
3150
$6.2M ﹤0.01%
333,506
-629,191
124 125
126
127 128