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
4201
$1.92M ﹤0.01%
51,631
-31,607
4202
$1.92M ﹤0.01%
73,692
-22,812
4203
$1.91M ﹤0.01%
84,001
-125
4204
$1.89M ﹤0.01%
52,163
+42,541
4205
$1.88M ﹤0.01%
47,553
-31,714
4206
$1.88M ﹤0.01%
334,248
-161,317
4207
$1.87M ﹤0.01%
133,881
-12,203
4208
$1.87M ﹤0.01%
132,692
-11,136
4209
$1.87M ﹤0.01%
12,021
-17,503
4210
$1.87M ﹤0.01%
52,178
-25,521
4211
$1.87M ﹤0.01%
6,255
+5,200
4212
$1.86M ﹤0.01%
129,242
+42,348
4213
$1.86M ﹤0.01%
174,497
+7,473
4214
$1.86M ﹤0.01%
133,708
+10,109
4215
$1.86M ﹤0.01%
126,358
+99
4216
$1.86M ﹤0.01%
358,042
+323,269
4217
$1.86M ﹤0.01%
83,496
-23,289
4218
$1.86M ﹤0.01%
69,570
+46,379
4219
$1.86M ﹤0.01%
177,962
+61,416
4220
$1.85M ﹤0.01%
184,953
-68,452
4221
$1.85M ﹤0.01%
429,154
+260,079
4222
$1.85M ﹤0.01%
56,531
-1,437
4223
$1.85M ﹤0.01%
175,957
-239,568
4224
$1.84M ﹤0.01%
44,099
-391
4225
$1.84M ﹤0.01%
150,568
-222,521
167 168
169
170 171