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
3676
$3.63M ﹤0.01%
186,704
-179,131
3677
$3.63M ﹤0.01%
375,647
-33,125
3678
$3.62M ﹤0.01%
127,695
+45,018
3679
$3.61M ﹤0.01%
28,007
-22,653
3680
$3.6M ﹤0.01%
153,996
-207,265
3681
$3.6M ﹤0.01%
173,172
+13,519
3682
$3.6M ﹤0.01%
58,321
-48,266
3683
$3.59M ﹤0.01%
764,507
+584,272
3684
$3.59M ﹤0.01%
74,672
-20,052
3685
$3.59M ﹤0.01%
75,320
-29,761
3686
$3.58M ﹤0.01%
68,850
+53
3687
$3.58M ﹤0.01%
72,477
-4,307
3688
$3.58M ﹤0.01%
81,136
-10,066
3689
$3.57M ﹤0.01%
79,981
+10,863
3690
$3.57M ﹤0.01%
288,447
+268,754
3691
$3.56M ﹤0.01%
43,693
+890
3692
$3.56M ﹤0.01%
260,659
+3,635
3693
$3.55M ﹤0.01%
303,041
-11,881
3694
$3.55M ﹤0.01%
50,064
-13,635
3695
$3.54M ﹤0.01%
185,551
-933,501
3696
$3.54M ﹤0.01%
70,388
-12,818
3697
$3.54M ﹤0.01%
150,465
-92,047
3698
$3.54M ﹤0.01%
1,553,468
+305,977
3699
$3.54M ﹤0.01%
283,077
-12
3700
$3.53M ﹤0.01%
116,225
+19,013
146 147
148
149 150