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
3351
$5.04M ﹤0.01%
247,805
+193,637
3352
$5.02M ﹤0.01%
271,903
-31,542
3353
$5.02M ﹤0.01%
371,602
+110,386
3354
$5M ﹤0.01%
331,749
-121,394
3355
$5M ﹤0.01%
543,543
+116,762
3356
$4.99M ﹤0.01%
612,713
+59,725
3357
$4.99M ﹤0.01%
204,227
+94,416
3358
$4.98M ﹤0.01%
63,923
-95,210
3359
$4.98M ﹤0.01%
132,057
-25,668
3360
$4.98M ﹤0.01%
279,884
+183,432
3361
$4.97M ﹤0.01%
31,829
-5,428
3362
$4.97M ﹤0.01%
338,090
-264,455
3363
$4.97M ﹤0.01%
1,182,680
+1,110,592
3364
$4.97M ﹤0.01%
114,363
-4,428
3365
$4.96M ﹤0.01%
745,418
-77,811
3366
$4.96M ﹤0.01%
382,501
+41,184
3367
$4.96M ﹤0.01%
335,518
+241,492
3368
$4.95M ﹤0.01%
53,385
-6,042
3369
$4.95M ﹤0.01%
116,218
+75,074
3370
$4.95M ﹤0.01%
875,870
-10,399
3371
$4.95M ﹤0.01%
159,272
-19,835
3372
$4.94M ﹤0.01%
345,279
-696,725
3373
$4.94M ﹤0.01%
248,049
-22,340
3374
$4.93M ﹤0.01%
1,004,064
+350,657
3375
$4.93M ﹤0.01%
851,042
-126,699
133 134
135
136 137