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
3426
$4.73M ﹤0.01%
70,667
-5,113
3427
$4.73M ﹤0.01%
68,366
-16,895
3428
$4.73M ﹤0.01%
138,258
-384,272
3429
$4.72M ﹤0.01%
523,848
+440,980
3430
$4.72M ﹤0.01%
147,463
+1,255
3431
$4.71M ﹤0.01%
54,120
-18,631
3432
$4.71M ﹤0.01%
20,882
-6,681
3433
$4.71M ﹤0.01%
168,580
+16,616
3434
$4.71M ﹤0.01%
423,020
-17,093
3435
$4.71M ﹤0.01%
264,331
+33,553
3436
$4.7M ﹤0.01%
21,996
-5,048
3437
$4.7M ﹤0.01%
70,024
-229
3438
$4.69M ﹤0.01%
555,815
-6,768
3439
$4.69M ﹤0.01%
52,955
-18,877
3440
$4.68M ﹤0.01%
344,720
-26,719
3441
$4.68M ﹤0.01%
157,276
-233,795
3442
$4.67M ﹤0.01%
214,644
+30,907
3443
$4.67M ﹤0.01%
843,752
-207,707
3444
$4.67M ﹤0.01%
87,692
-43,164
3445
$4.67M ﹤0.01%
152,065
-200,192
3446
$4.66M ﹤0.01%
1,699,271
+214,671
3447
$4.65M ﹤0.01%
327,308
-3,836
3448
$4.65M ﹤0.01%
31,393
-10,951
3449
$4.65M ﹤0.01%
119,462
-164,682
3450
$4.63M ﹤0.01%
242,308
-8,347
136 137
138
139 140