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
3326
$5.17M ﹤0.01%
606,955
+461,982
3327
$5.17M ﹤0.01%
153,506
-99,363
3328
$5.17M ﹤0.01%
120,259
+21,845
3329
$5.16M ﹤0.01%
1,040,543
+214,409
3330
$5.15M ﹤0.01%
61,138
+1,280
3331
$5.15M ﹤0.01%
615,857
+65,412
3332
$5.15M ﹤0.01%
66,265
+65,911
3333
$5.14M ﹤0.01%
182,962
+90,634
3334
$5.14M ﹤0.01%
287,173
+110,642
3335
$5.14M ﹤0.01%
254,404
-28,570
3336
$5.13M ﹤0.01%
195,495
-19,905
3337
$5.13M ﹤0.01%
35,528
-55,971
3338
$5.12M ﹤0.01%
758,600
-50,891
3339
$5.12M ﹤0.01%
427,706
+33,228
3340
$5.11M ﹤0.01%
174,698
+45,247
3341
$5.11M ﹤0.01%
384,149
+31,899
3342
$5.11M ﹤0.01%
74,153
+14,713
3343
$5.1M ﹤0.01%
194,671
-33,890
3344
$5.09M ﹤0.01%
49,906
+26,255
3345
$5.09M ﹤0.01%
216,596
-50,371
3346
$5.07M ﹤0.01%
71,028
-50,892
3347
$5.06M ﹤0.01%
6,477
+2,830
3348
$5.06M ﹤0.01%
272,204
+171,891
3349
$5.04M ﹤0.01%
66,887
-17,055
3350
$5.04M ﹤0.01%
319,231
-572,435
132 133
134
135 136