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
3576
$4.02M ﹤0.01%
384,290
-375,875
3577
$4.02M ﹤0.01%
127,439
+106,668
3578
$4.02M ﹤0.01%
424,910
-789,354
3579
$4.01M ﹤0.01%
1,078,891
-48,996
3580
$4.01M ﹤0.01%
36,092
+8,979
3581
$4M ﹤0.01%
266,588
-630,275
3582
$3.99M ﹤0.01%
292,455
-68,006
3583
$3.99M ﹤0.01%
79,346
-263,410
3584
$3.99M ﹤0.01%
15,987
-6,590
3585
$3.99M ﹤0.01%
44,649
-33,408
3586
$3.98M ﹤0.01%
306,686
-505,638
3587
$3.98M ﹤0.01%
397,909
+116,969
3588
$3.98M ﹤0.01%
1,221,340
+297,174
3589
$3.98M ﹤0.01%
61,633
+1,718
3590
$3.97M ﹤0.01%
60,373
-1,317
3591
$3.97M ﹤0.01%
18,642
-23,947
3592
$3.97M ﹤0.01%
416,505
+128,194
3593
$3.96M ﹤0.01%
+400,000
3594
$3.96M ﹤0.01%
143,660
-9,346
3595
$3.96M ﹤0.01%
101,864
+60,134
3596
$3.96M ﹤0.01%
1,089,762
-464,738
3597
$3.95M ﹤0.01%
145,308
-6,495
3598
$3.95M ﹤0.01%
10,823
+1,203
3599
$3.94M ﹤0.01%
61,619
-21,189
3600
$3.93M ﹤0.01%
180,937
+165,112
142 143
144
145 146