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
3826
$3.07M ﹤0.01%
167,674
-1,021
3827
$3.07M ﹤0.01%
200,753
+15,011
3828
$3.06M ﹤0.01%
45,210
-3,576
3829
$3.06M ﹤0.01%
942,604
+902,740
3830
$3.06M ﹤0.01%
337,733
+2,800
3831
$3.05M ﹤0.01%
63,362
-190,548
3832
$3.05M ﹤0.01%
287,017
+74,284
3833
$3.04M ﹤0.01%
58,047
-250,975
3834
$3.04M ﹤0.01%
328,961
-18,243
3835
$3.04M ﹤0.01%
564,789
-904,554
3836
$3.04M ﹤0.01%
+303,850
3837
$3.03M ﹤0.01%
1,127
+73
3838
$3.03M ﹤0.01%
234,957
-10,893
3839
$3.03M ﹤0.01%
110,235
-149,075
3840
$3.03M ﹤0.01%
58,528
-11,602
3841
$3.03M ﹤0.01%
301,628
-222,877
3842
$3.02M ﹤0.01%
107,702
-127,709
3843
$3.02M ﹤0.01%
145,562
+49,576
3844
$3.02M ﹤0.01%
208,247
+9,227
3845
$3.01M ﹤0.01%
82,222
+20,315
3846
$3.01M ﹤0.01%
280,110
+138,910
3847
$3.01M ﹤0.01%
393,983
-20,777
3848
$3M ﹤0.01%
+303,773
3849
$3M ﹤0.01%
479
+446
3850
$2.99M ﹤0.01%
152,774
-1,812
152 153
154
155 156