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
3201
$5.92M ﹤0.01%
944,210
+517,082
3202
$5.91M ﹤0.01%
334,431
-304,061
3203
$5.91M ﹤0.01%
407,997
+232,810
3204
$5.89M ﹤0.01%
186,358
-23,880
3205
$5.88M ﹤0.01%
131,142
+30,171
3206
$5.86M ﹤0.01%
109,140
+23,218
3207
$5.86M ﹤0.01%
137,594
+13,097
3208
$5.86M ﹤0.01%
1,029,398
-182,617
3209
$5.85M ﹤0.01%
38,432
+15,633
3210
$5.85M ﹤0.01%
136,366
-39,130
3211
$5.85M ﹤0.01%
56,200
+5,874
3212
$5.84M ﹤0.01%
243,207
-29,942
3213
$5.82M ﹤0.01%
215,147
-101,980
3214
$5.82M ﹤0.01%
131,026
-84,987
3215
$5.79M ﹤0.01%
78,308
+742
3216
$5.79M ﹤0.01%
581,637
-13,310
3217
$5.78M ﹤0.01%
438,847
-13,034
3218
$5.77M ﹤0.01%
355,047
-1,218,058
3219
$5.77M ﹤0.01%
368,705
-101,987
3220
$5.75M ﹤0.01%
34,532
-927
3221
$5.75M ﹤0.01%
541,706
-158,764
3222
$5.75M ﹤0.01%
565,069
+177,596
3223
$5.74M ﹤0.01%
145,780
+6,867
3224
$5.74M ﹤0.01%
212,772
+6,112
3225
$5.73M ﹤0.01%
682,445
+36,819
127 128
129
130 131