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
4126
$2.12M ﹤0.01%
160,748
-99,484
4127
$2.12M ﹤0.01%
155,974
-31,940
4128
$2.12M ﹤0.01%
60,849
-40,717
4129
$2.12M ﹤0.01%
94,796
-41,176
4130
$2.12M ﹤0.01%
46,774
-24,487
4131
$2.12M ﹤0.01%
11,982
+6,635
4132
$2.11M ﹤0.01%
29,396
+9,804
4133
$2.11M ﹤0.01%
140,472
+4,570
4134
$2.11M ﹤0.01%
115,230
-166,925
4135
$2.11M ﹤0.01%
63,827
+42,961
4136
$2.11M ﹤0.01%
129,382
-355
4137
$2.11M ﹤0.01%
77,828
-1,894
4138
$2.11M ﹤0.01%
10,240
-447
4139
$2.1M ﹤0.01%
40,194
-49,497
4140
$2.1M ﹤0.01%
48,600
+46,605
4141
$2.1M ﹤0.01%
534,549
-657,049
4142
$2.09M ﹤0.01%
48,299
-12,720
4143
$2.09M ﹤0.01%
128,123
-19,898
4144
$2.09M ﹤0.01%
39,640
+21,867
4145
$2.09M ﹤0.01%
22,997
+18,211
4146
$2.09M ﹤0.01%
108,783
-18,190
4147
$2.08M ﹤0.01%
27,089
-19,660
4148
$2.08M ﹤0.01%
214,489
-36,737
4149
$2.08M ﹤0.01%
84,824
-20,718
4150
$2.08M ﹤0.01%
194,669
-54,045
164 165
166
167 168