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
3251
$5.58M ﹤0.01%
134,941
+4,141
3252
$5.58M ﹤0.01%
308,703
-11,679
3253
$5.57M ﹤0.01%
17,945
+13,061
3254
$5.57M ﹤0.01%
449,696
+37,892
3255
$5.56M ﹤0.01%
407,939
+382,003
3256
$5.55M ﹤0.01%
231,149
-65,453
3257
$5.54M ﹤0.01%
284,366
-76,573
3258
$5.54M ﹤0.01%
132,672
-48,768
3259
$5.54M ﹤0.01%
3,337,045
-4,988,060
3260
$5.53M ﹤0.01%
158,922
+41,938
3261
$5.53M ﹤0.01%
+100,371
3262
$5.52M ﹤0.01%
704,569
+384,128
3263
$5.52M ﹤0.01%
132,319
-320,257
3264
$5.52M ﹤0.01%
214,939
-45,662
3265
$5.49M ﹤0.01%
70,197
+3,194
3266
$5.49M ﹤0.01%
440,599
+15,430
3267
$5.49M ﹤0.01%
334,326
+72,409
3268
$5.48M ﹤0.01%
140,823
-6,515
3269
$5.48M ﹤0.01%
73,094
+67,242
3270
$5.45M ﹤0.01%
226,532
-51,494
3271
$5.44M ﹤0.01%
87,381
-30,579
3272
$5.44M ﹤0.01%
198,884
-181,911
3273
$5.44M ﹤0.01%
323,847
+68,317
3274
$5.44M ﹤0.01%
109,124
-40,892
3275
$5.43M ﹤0.01%
189,181
-15,674
129 130
131
132 133