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
3701
$3.53M ﹤0.01%
276,066
+276,040
3702
$3.53M ﹤0.01%
1,359,095
-7,634
3703
$3.52M ﹤0.01%
112,930
+36,105
3704
$3.52M ﹤0.01%
161,611
-44,831
3705
$3.52M ﹤0.01%
74,611
+11,002
3706
$3.52M ﹤0.01%
90,814
-72,927
3707
$3.51M ﹤0.01%
261,666
+78,722
3708
$3.51M ﹤0.01%
265,297
+68,308
3709
$3.5M ﹤0.01%
319,931
-18,369
3710
$3.5M ﹤0.01%
86,429
+12,182
3711
$3.5M ﹤0.01%
436,294
-875,707
3712
$3.48M ﹤0.01%
130,525
-42,833
3713
$3.48M ﹤0.01%
46,207
-27,042
3714
$3.48M ﹤0.01%
292,297
-69,329
3715
$3.48M ﹤0.01%
90,582
+11,655
3716
$3.47M ﹤0.01%
1,047,652
+1,047,641
3717
$3.46M ﹤0.01%
186,400
+44,371
3718
$3.46M ﹤0.01%
158,926
-105,046
3719
$3.46M ﹤0.01%
457,637
+22,119
3720
$3.45M ﹤0.01%
94,984
-40,335
3721
$3.45M ﹤0.01%
763,127
+588,865
3722
$3.44M ﹤0.01%
159,539
+137,996
3723
$3.44M ﹤0.01%
+79,219
3724
$3.44M ﹤0.01%
90,138
-45,989
3725
$3.44M ﹤0.01%
66,874
+8,535
147 148
149
150 151