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
4151
$2.07M ﹤0.01%
+24,186
4152
$2.07M ﹤0.01%
21,541
-5,271
4153
$2.07M ﹤0.01%
75,073
+3,687
4154
$2.06M ﹤0.01%
112,978
+4,663
4155
$2.06M ﹤0.01%
32,511
-17,521
4156
$2.06M ﹤0.01%
22,011
-13,581
4157
$2.05M ﹤0.01%
43,833
-545
4158
$2.05M ﹤0.01%
82,825
-122,022
4159
$2.04M ﹤0.01%
26,160
-36,475
4160
$2.04M ﹤0.01%
61,458
+15,690
4161
$2.04M ﹤0.01%
15,658
-109,628
4162
$2.04M ﹤0.01%
44,503
+30,316
4163
$2.03M ﹤0.01%
154,348
+10,424
4164
$2.03M ﹤0.01%
224,079
+5,774
4165
$2.02M ﹤0.01%
104,092
-57,606
4166
$2.02M ﹤0.01%
+155,010
4167
$2.01M ﹤0.01%
76,653
-14,155
4168
$2.01M ﹤0.01%
202,375
-5,094
4169
$2.01M ﹤0.01%
216,734
-3,790
4170
$2.01M ﹤0.01%
17,437
+5,727
4171
$2M ﹤0.01%
84,140
-74,738
4172
$2M ﹤0.01%
154,089
+68,588
4173
$2M ﹤0.01%
30,597
-2,108
4174
$2M ﹤0.01%
+200,121
4175
$2M ﹤0.01%
1,263,707
+262,026
165 166
167
168 169