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
3276
$5.43M ﹤0.01%
464,287
-763,447
3277
$5.43M ﹤0.01%
151,089
+23,849
3278
$5.42M ﹤0.01%
110,763
-13,885
3279
$5.42M ﹤0.01%
11,074
+9,053
3280
$5.42M ﹤0.01%
235,603
-400
3281
$5.4M ﹤0.01%
700,633
-5,512
3282
$5.4M ﹤0.01%
1,258,811
-154,098
3283
$5.4M ﹤0.01%
172,412
-179,869
3284
$5.39M ﹤0.01%
179,255
-52,315
3285
$5.39M ﹤0.01%
2,321,424
+1,273,217
3286
$5.38M ﹤0.01%
130,948
+17,569
3287
$5.38M ﹤0.01%
22,635
-24,774
3288
$5.38M ﹤0.01%
423,379
+8,748
3289
$5.37M ﹤0.01%
43,856
+19,623
3290
$5.36M ﹤0.01%
290,960
-337,035
3291
$5.35M ﹤0.01%
300,502
+12,482
3292
$5.35M ﹤0.01%
240,214
-206,251
3293
$5.35M ﹤0.01%
102,423
+34,646
3294
$5.35M ﹤0.01%
121,410
+118,119
3295
$5.35M ﹤0.01%
468,215
-330,505
3296
$5.34M ﹤0.01%
31,183
-3,923
3297
$5.34M ﹤0.01%
4,903,716
-610,108
3298
$5.34M ﹤0.01%
90,364
+2,304
3299
$5.34M ﹤0.01%
137,515
-14,637
3300
$5.33M ﹤0.01%
311,885
+147,723
130 131
132
133 134