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
3526
$4.22M ﹤0.01%
382,869
+16,696
3527
$4.22M ﹤0.01%
169,008
-2,390
3528
$4.21M ﹤0.01%
314,615
-38,769
3529
$4.21M ﹤0.01%
69,542
+3,374
3530
$4.2M ﹤0.01%
51,384
-3,032
3531
$4.2M ﹤0.01%
125,454
-17,016
3532
$4.2M ﹤0.01%
79,701
-1,401
3533
$4.2M ﹤0.01%
128,287
-27,551
3534
$4.19M ﹤0.01%
71,046
-13,318
3535
$4.19M ﹤0.01%
165,508
-36,958
3536
$4.18M ﹤0.01%
68,510
+63,961
3537
$4.17M ﹤0.01%
90,009
+16,711
3538
$4.17M ﹤0.01%
153,692
-27,673
3539
$4.17M ﹤0.01%
141,785
-1,391
3540
$4.17M ﹤0.01%
346,156
-426,822
3541
$4.17M ﹤0.01%
29,211
-15,351
3542
$4.16M ﹤0.01%
154,965
+65,026
3543
$4.16M ﹤0.01%
98,915
-57,135
3544
$4.15M ﹤0.01%
353,059
+132,627
3545
$4.14M ﹤0.01%
705,138
-1,374,999
3546
$4.14M ﹤0.01%
65,003
-26,083
3547
$4.13M ﹤0.01%
29,760
+29,339
3548
$4.13M ﹤0.01%
1,057,914
+716,078
3549
$4.12M ﹤0.01%
154,695
+128,928
3550
$4.12M ﹤0.01%
1,245,027
-869,975
140 141
142
143 144