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
3551
$4.11M ﹤0.01%
251,059
-38,494
3552
$4.11M ﹤0.01%
62,740
+8,150
3553
$4.1M ﹤0.01%
153,331
-37,206
3554
$4.1M ﹤0.01%
289,749
+1,057
3555
$4.1M ﹤0.01%
297,107
-431,196
3556
$4.09M ﹤0.01%
38,923
-236
3557
$4.09M ﹤0.01%
71,546
-4,386
3558
$4.09M ﹤0.01%
425,312
+4,600
3559
$4.08M ﹤0.01%
122,682
-41,755
3560
$4.08M ﹤0.01%
128,273
+65,644
3561
$4.08M ﹤0.01%
144,447
-109,744
3562
$4.07M ﹤0.01%
237,542
-96,797
3563
$4.07M ﹤0.01%
110,363
-4,762
3564
$4.07M ﹤0.01%
71,937
-2,471
3565
$4.07M ﹤0.01%
134,274
-39,812
3566
$4.06M ﹤0.01%
84,211
-40,165
3567
$4.05M ﹤0.01%
272,549
-931
3568
$4.05M ﹤0.01%
82,031
+496
3569
$4.04M ﹤0.01%
150,171
+6,669
3570
$4.04M ﹤0.01%
174,537
-45,603
3571
$4.03M ﹤0.01%
141,116
-400,077
3572
$4.03M ﹤0.01%
170,674
+68,990
3573
$4.03M ﹤0.01%
53,133
-34,356
3574
$4.02M ﹤0.01%
246,572
-69,937
3575
$4.02M ﹤0.01%
725,906
+142,089
141 142
143
144 145