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
3901
$2.84M ﹤0.01%
240,184
+20,235
3902
$2.84M ﹤0.01%
206,814
+7,153
3903
$2.83M ﹤0.01%
+277,296
3904
$2.83M ﹤0.01%
283,251
+244,444
3905
$2.82M ﹤0.01%
125,524
-24,290
3906
$2.81M ﹤0.01%
720,977
+14,835
3907
$2.81M ﹤0.01%
41,109
-100,556
3908
$2.8M ﹤0.01%
316,427
-84,171
3909
$2.8M ﹤0.01%
38,528
-12,146
3910
$2.8M ﹤0.01%
279,100
+241,722
3911
$2.8M ﹤0.01%
43,982
-61,335
3912
$2.8M ﹤0.01%
43,425
-32,564
3913
$2.8M ﹤0.01%
123,752
-35,678
3914
$2.8M ﹤0.01%
202,370
-18,893
3915
$2.8M ﹤0.01%
37,413
+29,834
3916
$2.79M ﹤0.01%
185,771
-11,488
3917
$2.78M ﹤0.01%
188,949
-82,309
3918
$2.77M ﹤0.01%
30,493
-480
3919
$2.77M ﹤0.01%
54,107
+22,320
3920
$2.76M ﹤0.01%
94,646
-3,809
3921
$2.75M ﹤0.01%
189,723
-7,313
3922
$2.74M ﹤0.01%
502,505
-3,311
3923
$2.74M ﹤0.01%
44,892
-10,267
3924
$2.74M ﹤0.01%
629,270
+198,966
3925
$2.74M ﹤0.01%
147,282
+24,408
155 156
157
158 159