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
4276
$1.74M ﹤0.01%
243,472
+236,191
4277
$1.73M ﹤0.01%
345,643
-452,701
4278
$1.73M ﹤0.01%
98,863
+90,982
4279
$1.73M ﹤0.01%
23,300
-415
4280
$1.73M ﹤0.01%
218,747
-108,050
4281
$1.73M ﹤0.01%
87,322
-26,670
4282
$1.72M ﹤0.01%
52,948
-13,764
4283
$1.72M ﹤0.01%
60,047
-228
4284
$1.72M ﹤0.01%
105,545
-11,272
4285
$1.71M ﹤0.01%
31,594
-10,123
4286
$1.71M ﹤0.01%
201,688
-711,216
4287
$1.71M ﹤0.01%
160,665
+14,291
4288
$1.71M ﹤0.01%
3,175
+1,250
4289
$1.7M ﹤0.01%
216,364
-70,635
4290
$1.7M ﹤0.01%
33,349
+1,517
4291
$1.7M ﹤0.01%
251,712
+163,916
4292
$1.7M ﹤0.01%
104,976
-53,244
4293
$1.7M ﹤0.01%
82,347
-151,582
4294
$1.7M ﹤0.01%
635,914
+452,244
4295
$1.7M ﹤0.01%
83,122
-80,007
4296
$1.7M ﹤0.01%
28,934
-82,545
4297
$1.69M ﹤0.01%
337,315
+5,684
4298
$1.69M ﹤0.01%
38,268
+10,190
4299
$1.69M ﹤0.01%
51,843
+27,185
4300
$1.69M ﹤0.01%
38,306
-24,583
170 171
172
173 174