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
3751
$3.35M ﹤0.01%
312,344
+31,405
3752
$3.35M ﹤0.01%
257,060
+59,565
3753
$3.35M ﹤0.01%
188,058
-1,177,444
3754
$3.33M ﹤0.01%
324,458
+30,729
3755
$3.33M ﹤0.01%
71,713
+911
3756
$3.33M ﹤0.01%
371,369
-59,437
3757
$3.33M ﹤0.01%
146,172
+50,838
3758
$3.33M ﹤0.01%
6,161
-2,145
3759
$3.33M ﹤0.01%
67,556
-73,485
3760
$3.32M ﹤0.01%
190,856
+15,457
3761
$3.32M ﹤0.01%
164,858
-9,399
3762
$3.31M ﹤0.01%
1,077,647
+974,911
3763
$3.31M ﹤0.01%
24,393
+296
3764
$3.3M ﹤0.01%
71,171
-56,483
3765
$3.3M ﹤0.01%
18,580
-1,176
3766
$3.3M ﹤0.01%
93,580
-249,202
3767
$3.3M ﹤0.01%
47,820
-47,051
3768
$3.3M ﹤0.01%
336,172
+330,734
3769
$3.3M ﹤0.01%
178,131
-41,529
3770
$3.29M ﹤0.01%
82,325
-49,232
3771
$3.29M ﹤0.01%
81,900
+5,912
3772
$3.29M ﹤0.01%
148,806
+2,313
3773
$3.28M ﹤0.01%
359,317
+348,521
3774
$3.28M ﹤0.01%
42,721
+10,958
3775
$3.27M ﹤0.01%
50,823
+31,403
149 150
151
152 153