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
4176
$1.99M ﹤0.01%
35,245
+6,884
4177
$1.99M ﹤0.01%
145,323
+78,495
4178
$1.99M ﹤0.01%
33,054
-22,102
4179
$1.99M ﹤0.01%
43,056
-6,988
4180
$1.99M ﹤0.01%
143,035
-9,164
4181
$1.98M ﹤0.01%
9,651
-9,845
4182
$1.98M ﹤0.01%
121,997
-80,699
4183
$1.98M ﹤0.01%
110,340
-15,801
4184
$1.98M ﹤0.01%
34,567
-4,545
4185
$1.97M ﹤0.01%
44,611
+1,203
4186
$1.97M ﹤0.01%
123,576
-63,524
4187
$1.96M ﹤0.01%
64,109
-45,319
4188
$1.96M ﹤0.01%
41,971
-85,734
4189
$1.96M ﹤0.01%
65,432
-57,998
4190
$1.96M ﹤0.01%
175,604
+5,106
4191
$1.95M ﹤0.01%
117,203
-50,093
4192
$1.95M ﹤0.01%
201,092
-299,640
4193
$1.95M ﹤0.01%
27,045
-132,508
4194
$1.95M ﹤0.01%
39,501
+35,245
4195
$1.94M ﹤0.01%
61,544
-920
4196
$1.93M ﹤0.01%
98,859
-57,498
4197
$1.93M ﹤0.01%
101,818
+36,498
4198
$1.93M ﹤0.01%
41,861
-67,597
4199
$1.93M ﹤0.01%
517
+514
4200
$1.92M ﹤0.01%
62,616
+23,820
166 167
168
169 170