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
4101
$2.2M ﹤0.01%
573,849
+546,369
4102
$2.19M ﹤0.01%
61,775
+26,055
4103
$2.18M ﹤0.01%
92,416
-27,818
4104
$2.18M ﹤0.01%
463,278
-253,055
4105
$2.17M ﹤0.01%
131,467
-7,146
4106
$2.17M ﹤0.01%
108,260
+9,432
4107
$2.17M ﹤0.01%
116,892
+20,633
4108
$2.17M ﹤0.01%
24,324
-100
4109
$2.17M ﹤0.01%
70,391
+17,480
4110
$2.16M ﹤0.01%
82,294
+78,036
4111
$2.16M ﹤0.01%
109,686
-123,963
4112
$2.16M ﹤0.01%
48,639
-24,045
4113
$2.15M ﹤0.01%
182,337
+14,921
4114
$2.15M ﹤0.01%
20,362
+5,143
4115
$2.15M ﹤0.01%
161,318
-123,051
4116
$2.15M ﹤0.01%
63,010
+31,980
4117
$2.15M ﹤0.01%
100,849
+50,643
4118
$2.15M ﹤0.01%
569,027
-150,739
4119
$2.14M ﹤0.01%
176,587
-2,201
4120
$2.14M ﹤0.01%
73,245
-826
4121
$2.14M ﹤0.01%
226,990
+174,993
4122
$2.14M ﹤0.01%
111,573
-69,655
4123
$2.13M ﹤0.01%
185,909
-29,053
4124
$2.13M ﹤0.01%
88,875
-107,038
4125
$2.13M ﹤0.01%
145,825
+63,546
163 164
165
166 167