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
3476
$4.46M ﹤0.01%
261,393
+124,448
3477
$4.45M ﹤0.01%
123,838
+119,151
3478
$4.45M ﹤0.01%
115,604
-19,770
3479
$4.45M ﹤0.01%
491,569
-323,868
3480
$4.44M ﹤0.01%
147,430
+87,411
3481
$4.44M ﹤0.01%
85,251
+8,792
3482
$4.44M ﹤0.01%
7,548
+1,245
3483
$4.43M ﹤0.01%
113,556
-100,495
3484
$4.41M ﹤0.01%
241,648
-172,194
3485
$4.4M ﹤0.01%
189,316
-990
3486
$4.39M ﹤0.01%
616,273
-291,140
3487
$4.39M ﹤0.01%
302,178
+930
3488
$4.38M ﹤0.01%
122,982
+94,001
3489
$4.37M ﹤0.01%
194,164
-10,004
3490
$4.37M ﹤0.01%
156,383
-236,366
3491
$4.36M ﹤0.01%
73,725
+15,170
3492
$4.35M ﹤0.01%
58,805
-137,654
3493
$4.35M ﹤0.01%
117,379
+99,987
3494
$4.34M ﹤0.01%
342,006
+7,747
3495
$4.34M ﹤0.01%
42,687
+5,484
3496
$4.34M ﹤0.01%
511,476
-1,231,267
3497
$4.34M ﹤0.01%
118,576
-305,880
3498
$4.33M ﹤0.01%
167,133
-303,764
3499
$4.33M ﹤0.01%
55,981
-20,629
3500
$4.33M ﹤0.01%
1,410,576
+526,005
138 139
140
141 142