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
3801
$3.18M ﹤0.01%
480,563
-533,512
3802
$3.18M ﹤0.01%
62,113
-16,657
3803
$3.17M ﹤0.01%
19,209
+4,216
3804
$3.17M ﹤0.01%
235,864
-75,405
3805
$3.16M ﹤0.01%
95,017
-140,404
3806
$3.15M ﹤0.01%
95,750
+76,683
3807
$3.15M ﹤0.01%
522,114
-460,718
3808
$3.15M ﹤0.01%
211,719
-105,201
3809
$3.15M ﹤0.01%
228,407
-6,157
3810
$3.15M ﹤0.01%
128,410
+7,595
3811
$3.14M ﹤0.01%
106,542
-242,760
3812
$3.13M ﹤0.01%
74,047
+34,632
3813
$3.13M ﹤0.01%
+19,327
3814
$3.11M ﹤0.01%
48,691
-2,390
3815
$3.11M ﹤0.01%
99,856
-19,804
3816
$3.11M ﹤0.01%
80,030
+76,278
3817
$3.11M ﹤0.01%
108,497
+21,725
3818
$3.11M ﹤0.01%
248,458
+15,652
3819
$3.1M ﹤0.01%
840
+43
3820
$3.1M ﹤0.01%
+76,264
3821
$3.09M ﹤0.01%
163,240
+22,843
3822
$3.08M ﹤0.01%
207,195
+11,662
3823
$3.08M ﹤0.01%
960,401
+707,563
3824
$3.08M ﹤0.01%
70,855
-20,488
3825
$3.08M ﹤0.01%
15,145
+12,111
151 152
153
154 155