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
4301
$1.68M ﹤0.01%
32,010
-1,683
4302
$1.68M ﹤0.01%
199,464
+25,266
4303
$1.68M ﹤0.01%
37,242
-101,128
4304
$1.68M ﹤0.01%
204,282
+137,696
4305
$1.68M ﹤0.01%
168,848
+139,663
4306
$1.67M ﹤0.01%
236,802
+127,529
4307
$1.67M ﹤0.01%
49,486
-11,578
4308
$1.66M ﹤0.01%
267,161
-69,561
4309
$1.66M ﹤0.01%
49,307
+10,346
4310
$1.66M ﹤0.01%
46,450
-4,355
4311
$1.66M ﹤0.01%
42,972
+507
4312
$1.65M ﹤0.01%
94,513
+5,780
4313
$1.65M ﹤0.01%
101,461
+18,849
4314
$1.65M ﹤0.01%
157,374
-111,928
4315
$1.64M ﹤0.01%
43,718
-8,171
4316
$1.64M ﹤0.01%
47,433
-25,195
4317
$1.64M ﹤0.01%
114,419
-11,585
4318
$1.64M ﹤0.01%
40,522
-1,260
4319
$1.63M ﹤0.01%
107,586
-6,222
4320
$1.63M ﹤0.01%
112,472
-18,578
4321
$1.63M ﹤0.01%
77,612
+2,593
4322
$1.63M ﹤0.01%
82,634
-77,023
4323
$1.63M ﹤0.01%
637,191
+44,182
4324
$1.63M ﹤0.01%
42,561
-29,712
4325
$1.63M ﹤0.01%
95,554
-8,717
171 172
173
174 175