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
3876
$2.92M ﹤0.01%
258,399
+194,408
3877
$2.91M ﹤0.01%
109,280
+59,770
3878
$2.91M ﹤0.01%
250,187
-23,093
3879
$2.91M ﹤0.01%
10,555
-17,603
3880
$2.91M ﹤0.01%
60,091
-153,992
3881
$2.9M ﹤0.01%
76,812
-616
3882
$2.89M ﹤0.01%
101,680
-10,744
3883
$2.89M ﹤0.01%
45,001
-92,265
3884
$2.89M ﹤0.01%
42,479
-4,558
3885
$2.89M ﹤0.01%
26,788
+10,219
3886
$2.88M ﹤0.01%
24,497
-1,918
3887
$2.88M ﹤0.01%
297,381
+47,807
3888
$2.88M ﹤0.01%
134,668
-55,904
3889
$2.88M ﹤0.01%
102,629
+17,570
3890
$2.87M ﹤0.01%
511,826
-734,547
3891
$2.87M ﹤0.01%
196,879
+167,541
3892
$2.87M ﹤0.01%
94,691
+54,038
3893
$2.87M ﹤0.01%
198,336
+42,896
3894
$2.86M ﹤0.01%
4,616
+1,024
3895
$2.86M ﹤0.01%
207,458
+142,114
3896
$2.86M ﹤0.01%
31,923
-60,367
3897
$2.85M ﹤0.01%
129,339
+14,096
3898
$2.84M ﹤0.01%
253,690
-37,840
3899
$2.84M ﹤0.01%
6,062
+6,003
3900
$2.84M ﹤0.01%
791,827
+667,951
154 155
156
157 158