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
3851
$2.99M ﹤0.01%
226,980
+29
3852
$2.99M ﹤0.01%
158,078
+31,037
3853
$2.98M ﹤0.01%
41,629
-11,249
3854
$2.98M ﹤0.01%
686,108
+123,269
3855
$2.98M ﹤0.01%
101,780
-10,032
3856
$2.98M ﹤0.01%
143,679
-38,272
3857
$2.98M ﹤0.01%
133,362
-27,444
3858
$2.98M ﹤0.01%
43,006
-6,284
3859
$2.98M ﹤0.01%
199,303
-117,291
3860
$2.97M ﹤0.01%
58,023
+11,967
3861
$2.97M ﹤0.01%
111,241
-97,338
3862
$2.96M ﹤0.01%
467,905
-59,749
3863
$2.96M ﹤0.01%
126,275
-7,349
3864
$2.96M ﹤0.01%
924,643
+233,818
3865
$2.96M ﹤0.01%
184,373
+184,167
3866
$2.95M ﹤0.01%
87,166
+45,212
3867
$2.95M ﹤0.01%
317,755
-693,101
3868
$2.94M ﹤0.01%
118,031
+27,392
3869
$2.94M ﹤0.01%
1,555,008
+1,842
3870
$2.93M ﹤0.01%
1,215,226
+417,690
3871
$2.93M ﹤0.01%
113,443
+10,792
3872
$2.92M ﹤0.01%
161,555
-18,399
3873
$2.92M ﹤0.01%
94,043
+85,246
3874
$2.92M ﹤0.01%
164,928
-1,224
3875
$2.92M ﹤0.01%
133,025
+10,933
153 154
155
156 157