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
3976
$2.6M ﹤0.01%
218,685
-116,496
3977
$2.6M ﹤0.01%
57,590
-18,494
3978
$2.6M ﹤0.01%
50,880
-9,762
3979
$2.6M ﹤0.01%
169,025
-37,001
3980
$2.6M ﹤0.01%
265,937
+16,314
3981
$2.59M ﹤0.01%
155,281
+7,473
3982
$2.59M ﹤0.01%
105,902
+70,446
3983
$2.59M ﹤0.01%
206,939
-96,041
3984
$2.59M ﹤0.01%
82,194
+30,116
3985
$2.58M ﹤0.01%
114,318
-729
3986
$2.58M ﹤0.01%
51,631
-5,704
3987
$2.57M ﹤0.01%
28,559
-101,356
3988
$2.57M ﹤0.01%
813
-805
3989
$2.57M ﹤0.01%
155,568
-319,259
3990
$2.57M ﹤0.01%
+115,789
3991
$2.56M ﹤0.01%
27,667
-48,084
3992
$2.56M ﹤0.01%
151,842
-5,441
3993
$2.55M ﹤0.01%
550,230
+519,208
3994
$2.54M ﹤0.01%
115,002
+63,272
3995
$2.54M ﹤0.01%
146,472
-8,866
3996
$2.54M ﹤0.01%
85,551
+44,099
3997
$2.54M ﹤0.01%
42,980
+35,839
3998
$2.54M ﹤0.01%
121,004
-12,144
3999
$2.54M ﹤0.01%
17,735
-15,790
4000
$2.53M ﹤0.01%
+8,420
158 159
160
161 162