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
3451
$4.58M ﹤0.01%
180,099
-47,501
3452
$4.58M ﹤0.01%
58,253
-45,486
3453
$4.57M ﹤0.01%
104,521
+33,001
3454
$4.57M ﹤0.01%
313,301
+46,643
3455
$4.57M ﹤0.01%
23,225
+2,608
3456
$4.56M ﹤0.01%
71,723
-52,175
3457
$4.55M ﹤0.01%
106,398
-188,194
3458
$4.55M ﹤0.01%
399,171
+202,205
3459
$4.55M ﹤0.01%
313,499
+19,185
3460
$4.54M ﹤0.01%
154,078
-7,317
3461
$4.54M ﹤0.01%
141,776
+33,275
3462
$4.54M ﹤0.01%
555,735
-1,239,410
3463
$4.53M ﹤0.01%
421,432
+5,442
3464
$4.53M ﹤0.01%
27,226
+431
3465
$4.52M ﹤0.01%
219,844
-74,164
3466
$4.51M ﹤0.01%
55,904
+14,776
3467
$4.51M ﹤0.01%
287,607
+14,196
3468
$4.5M ﹤0.01%
113,888
+53,350
3469
$4.5M ﹤0.01%
596,644
-498,086
3470
$4.5M ﹤0.01%
373,084
+35,219
3471
$4.5M ﹤0.01%
110,172
+44,293
3472
$4.48M ﹤0.01%
232,078
-30,407
3473
$4.48M ﹤0.01%
249,367
-119,854
3474
$4.47M ﹤0.01%
637,138
-1,032,227
3475
$4.46M ﹤0.01%
509,670
-121,698
137 138
139
140 141