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
3376
$4.92M ﹤0.01%
241,873
-12,513
3377
$4.92M ﹤0.01%
186,078
-12,737
3378
$4.91M ﹤0.01%
184,632
-101,935
3379
$4.91M ﹤0.01%
317,914
+20,012
3380
$4.9M ﹤0.01%
85,398
+38,876
3381
$4.9M ﹤0.01%
53,599
+36,604
3382
$4.9M ﹤0.01%
174,596
+127,334
3383
$4.9M ﹤0.01%
121,697
+25,794
3384
$4.9M ﹤0.01%
270,842
+112,367
3385
$4.88M ﹤0.01%
110,797
-15,198
3386
$4.88M ﹤0.01%
160,252
-71,890
3387
$4.88M ﹤0.01%
133,817
-22,635
3388
$4.88M ﹤0.01%
196,458
+28,987
3389
$4.88M ﹤0.01%
338,802
+105,804
3390
$4.87M ﹤0.01%
324,024
+66,538
3391
$4.87M ﹤0.01%
+252,518
3392
$4.87M ﹤0.01%
138,346
-369,319
3393
$4.85M ﹤0.01%
126,520
-72,544
3394
$4.85M ﹤0.01%
150,345
+78,257
3395
$4.84M ﹤0.01%
73,763
-3,230
3396
$4.84M ﹤0.01%
96,313
+8,871
3397
$4.84M ﹤0.01%
231,163
-66,699
3398
$4.84M ﹤0.01%
70,592
-5,801
3399
$4.83M ﹤0.01%
257,058
-125,698
3400
$4.83M ﹤0.01%
212,378
+48,900
134 135
136
137 138