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
3176
$6.07M ﹤0.01%
172,792
-38,854
3177
$6.07M ﹤0.01%
183,202
+88,047
3178
$6.05M ﹤0.01%
121,479
+66,392
3179
$6.04M ﹤0.01%
75,825
+36,743
3180
$6.03M ﹤0.01%
624,287
+115,201
3181
$6.03M ﹤0.01%
116,809
+28,273
3182
$6.03M ﹤0.01%
62,001
-172,240
3183
$6.02M ﹤0.01%
313,096
-3,506
3184
$6.02M ﹤0.01%
150,912
-52,360
3185
$6.01M ﹤0.01%
170,101
-944,582
3186
$6.01M ﹤0.01%
2,568,140
+844,672
3187
$6.01M ﹤0.01%
70,546
+8,881
3188
$6M ﹤0.01%
150,329
-36,307
3189
$5.99M ﹤0.01%
227,814
+126,335
3190
$5.98M ﹤0.01%
299,120
-237,219
3191
$5.98M ﹤0.01%
154,504
-16,549
3192
$5.97M ﹤0.01%
5,352
+2,547
3193
$5.96M ﹤0.01%
124,227
+26,788
3194
$5.96M ﹤0.01%
129,361
+59,526
3195
$5.94M ﹤0.01%
340,245
+94,247
3196
$5.93M ﹤0.01%
2,025
+1,348
3197
$5.93M ﹤0.01%
233,371
-49,384
3198
$5.93M ﹤0.01%
407,211
+19,024
3199
$5.93M ﹤0.01%
370,433
+206,689
3200
$5.93M ﹤0.01%
289,238
-2,625
126 127
128
129 130