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 Communication Services 8.91%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$374M 0.06%
9,501,734
+1,044,818
302
$374M 0.06%
30,548,664
+5,149,188
303
$373M 0.05%
16,960,418
-973,437
304
$373M 0.05%
14,231,192
-507,101
305
$368M 0.05%
157,910
-25,706
306
$367M 0.05%
1,390,672
+813,926
307
$365M 0.05%
9,934,949
-1,261,661
308
$359M 0.05%
7,444,752
-2,442,224
309
$358M 0.05%
4,390,126
-212,427
310
$358M 0.05%
8,255,294
+1,340,681
311
$356M 0.05%
5,804,859
+1,356,450
312
$355M 0.05%
1,125,619
+202,369
313
$355M 0.05%
5,769,239
+847,290
314
$355M 0.05%
5,348,902
+562,134
315
$354M 0.05%
8,469,591
+484,845
316
$354M 0.05%
3,524,197
+161,975
317
$351M 0.05%
2,464,172
+2,152,634
318
$350M 0.05%
6,631,893
+527,454
319
$348M 0.05%
2,465,028
-98,490
320
$348M 0.05%
1,598,062
-3,703,554
321
$347M 0.05%
4,840,882
-1,528,974
322
$345M 0.05%
1,514,016
-5,990
323
$345M 0.05%
3,436,754
-138,584
324
$345M 0.05%
5,498,138
+86,078
325
$343M 0.05%
19,885,962
+6,165,982
11 12
13
14 15