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
4326
$1.63M ﹤0.01%
338,714
-768,511
4327
$1.62M ﹤0.01%
207,939
-865,190
4328
$1.62M ﹤0.01%
24,728
+499
4329
$1.62M ﹤0.01%
83,011
-16,545
4330
$1.62M ﹤0.01%
134,763
-298,516
4331
$1.62M ﹤0.01%
223,490
+4,433
4332
$1.62M ﹤0.01%
141,114
+109,129
4333
$1.62M ﹤0.01%
207,241
+41,286
4334
$1.61M ﹤0.01%
119,301
-30,952
4335
$1.61M ﹤0.01%
64,781
+3,673
4336
$1.61M ﹤0.01%
293,158
+193,806
4337
$1.6M ﹤0.01%
68,004
-2,401
4338
$1.59M ﹤0.01%
28,845
-867
4339
$1.59M ﹤0.01%
44,214
+25,762
4340
$1.59M ﹤0.01%
237,720
-3,281,100
4341
$1.59M ﹤0.01%
314,604
-45,979
4342
$1.58M ﹤0.01%
38,494
-293,636
4343
$1.58M ﹤0.01%
45,984
+44,297
4344
$1.58M ﹤0.01%
75,292
-74,058
4345
$1.58M ﹤0.01%
79,405
-18,440
4346
$1.58M ﹤0.01%
1,149
+85
4347
$1.58M ﹤0.01%
77,787
-23,359
4348
$1.57M ﹤0.01%
25,541
-3,086
4349
$1.57M ﹤0.01%
27,675
+17,164
4350
$1.57M ﹤0.01%
168,856
+32,407
172 173
174
175 176