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
4251
$1.8M ﹤0.01%
49,939
+30,042
4252
$1.8M ﹤0.01%
180,267
+66,850
4253
$1.8M ﹤0.01%
31,793
+452
4254
$1.8M ﹤0.01%
70,820
+33,698
4255
$1.79M ﹤0.01%
27,430
+2,165
4256
$1.79M ﹤0.01%
123,011
+1,194
4257
$1.79M ﹤0.01%
82,892
+1,314
4258
$1.79M ﹤0.01%
369
+365
4259
$1.79M ﹤0.01%
151,431
-38,261
4260
$1.78M ﹤0.01%
48,387
+12,338
4261
$1.78M ﹤0.01%
26,668
-1,720
4262
$1.78M ﹤0.01%
118,370
-29,707
4263
$1.77M ﹤0.01%
53,327
-64,483
4264
$1.76M ﹤0.01%
44,716
-90,057
4265
$1.76M ﹤0.01%
48,853
-5,825
4266
$1.76M ﹤0.01%
100,723
-154,917
4267
$1.75M ﹤0.01%
+700,000
4268
$1.75M ﹤0.01%
495,866
+415,957
4269
$1.75M ﹤0.01%
58,421
+33,811
4270
$1.75M ﹤0.01%
74,789
-1,037
4271
$1.74M ﹤0.01%
200,957
-5,614
4272
$1.74M ﹤0.01%
399,891
+60,719
4273
$1.74M ﹤0.01%
192,197
-20,687
4274
$1.74M ﹤0.01%
56,450
-7,470
4275
$1.74M ﹤0.01%
108,236
-10,403
169 170
171
172 173