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
3226
$5.73M ﹤0.01%
249,020
+34
3227
$5.72M ﹤0.01%
4,749,515
+4,638,801
3228
$5.72M ﹤0.01%
544,964
+27,459
3229
$5.72M ﹤0.01%
172,719
+43,163
3230
$5.71M ﹤0.01%
113,419
+83,736
3231
$5.71M ﹤0.01%
+224,019
3232
$5.71M ﹤0.01%
73,554
-2,178
3233
$5.71M ﹤0.01%
143,935
+30,086
3234
$5.7M ﹤0.01%
67,683
-53,966
3235
$5.69M ﹤0.01%
236,426
+2,206
3236
$5.69M ﹤0.01%
25,060
+15,072
3237
$5.69M ﹤0.01%
150,017
+63,529
3238
$5.69M ﹤0.01%
205,924
-16,381
3239
$5.68M ﹤0.01%
36,165
+5,030
3240
$5.68M ﹤0.01%
309,157
-456,888
3241
$5.67M ﹤0.01%
398,125
+15,259
3242
$5.67M ﹤0.01%
343,529
+173,376
3243
$5.66M ﹤0.01%
80,116
-3,648
3244
$5.66M ﹤0.01%
122,559
-37,873
3245
$5.66M ﹤0.01%
51,219
-14,453
3246
$5.66M ﹤0.01%
317,697
+4,162
3247
$5.63M ﹤0.01%
190,570
+143,869
3248
$5.63M ﹤0.01%
117,677
+48,577
3249
$5.61M ﹤0.01%
197,979
-35,305
3250
$5.59M ﹤0.01%
56,369
+18,963
128 129
130
131 132