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
4226
$1.84M ﹤0.01%
132,375
+105,448
4227
$1.84M ﹤0.01%
120,344
+6,820
4228
$1.84M ﹤0.01%
40,266
+23,265
4229
$1.83M ﹤0.01%
121,036
+6,680
4230
$1.83M ﹤0.01%
37,431
-16,046
4231
$1.83M ﹤0.01%
101,901
-345,700
4232
$1.83M ﹤0.01%
350,759
+3,701
4233
$1.83M ﹤0.01%
6,909
+5,562
4234
$1.83M ﹤0.01%
68,850
+3,955
4235
$1.82M ﹤0.01%
17,121
+1,447
4236
$1.82M ﹤0.01%
109,638
-19,028
4237
$1.82M ﹤0.01%
179,857
+168,262
4238
$1.82M ﹤0.01%
166,338
+143,628
4239
$1.82M ﹤0.01%
55,224
+362
4240
$1.82M ﹤0.01%
47,420
-30,828
4241
$1.82M ﹤0.01%
148,446
+41,067
4242
$1.81M ﹤0.01%
21,287
+10,636
4243
$1.81M ﹤0.01%
15,115
+230
4244
$1.81M ﹤0.01%
91,390
+9,724
4245
$1.81M ﹤0.01%
427,683
+22,290
4246
$1.81M ﹤0.01%
15,714
-10,464
4247
$1.81M ﹤0.01%
102,193
-12,050
4248
$1.8M ﹤0.01%
93,551
-276,664
4249
$1.8M ﹤0.01%
57,028
+51,735
4250
$1.8M ﹤0.01%
862,915
+16,251
168 169
170
171 172