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
3151
$6.18M ﹤0.01%
516,497
-73,054
3152
$6.18M ﹤0.01%
68,159
-8,752
3153
$6.18M ﹤0.01%
142,735
+15,005
3154
$6.17M ﹤0.01%
502,485
-796,680
3155
$6.17M ﹤0.01%
1,291,280
+178,864
3156
$6.17M ﹤0.01%
279,214
-66,117
3157
$6.16M ﹤0.01%
118,402
-71,513
3158
$6.16M ﹤0.01%
118,860
-4,117
3159
$6.14M ﹤0.01%
241,224
+130,926
3160
$6.13M ﹤0.01%
37,231
-13,241
3161
$6.13M ﹤0.01%
108,337
+82,729
3162
$6.13M ﹤0.01%
55,023
-13,331
3163
$6.13M ﹤0.01%
157,435
+32,413
3164
$6.13M ﹤0.01%
48,809
-82,025
3165
$6.12M ﹤0.01%
113,829
-2,496
3166
$6.12M ﹤0.01%
286,847
+73,515
3167
$6.12M ﹤0.01%
622,570
+80,764
3168
$6.1M ﹤0.01%
136,081
-115,671
3169
$6.1M ﹤0.01%
287,485
+64,983
3170
$6.1M ﹤0.01%
884,800
+160,121
3171
$6.09M ﹤0.01%
176,533
+7,807
3172
$6.09M ﹤0.01%
312,925
+58,447
3173
$6.09M ﹤0.01%
280,083
+1,394
3174
$6.08M ﹤0.01%
84,596
+43,867
3175
$6.08M ﹤0.01%
354,963
-692,120
125 126
127
128 129