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
3926
$2.74M ﹤0.01%
212,837
+5,931
3927
$2.73M ﹤0.01%
184,681
+54,780
3928
$2.73M ﹤0.01%
178,792
+29,551
3929
$2.72M ﹤0.01%
80,582
+78,531
3930
$2.72M ﹤0.01%
703,735
+299,865
3931
$2.72M ﹤0.01%
58,950
-11,479
3932
$2.72M ﹤0.01%
75,291
+7,438
3933
$2.71M ﹤0.01%
49,394
+4,102
3934
$2.71M ﹤0.01%
52,283
+28,451
3935
$2.71M ﹤0.01%
116,147
+55,731
3936
$2.71M ﹤0.01%
71,626
-35,372
3937
$2.71M ﹤0.01%
33,970
-47,824
3938
$2.71M ﹤0.01%
68,646
-81,591
3939
$2.71M ﹤0.01%
77,786
+49,331
3940
$2.7M ﹤0.01%
24,216
-23,874
3941
$2.69M ﹤0.01%
160,504
-7,608
3942
$2.69M ﹤0.01%
343,807
+4,694
3943
$2.69M ﹤0.01%
230,215
-58,205
3944
$2.69M ﹤0.01%
104,103
+1,871
3945
$2.69M ﹤0.01%
192,898
+185,768
3946
$2.69M ﹤0.01%
177,702
-91,231
3947
$2.68M ﹤0.01%
126,448
+66,464
3948
$2.68M ﹤0.01%
9,927
+9,871
3949
$2.68M ﹤0.01%
189,860
-80,405
3950
$2.68M ﹤0.01%
320,908
-92,281
156 157
158
159 160