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
4351
$1.57M ﹤0.01%
175,337
+5,616
4352
$1.56M ﹤0.01%
98,563
-17,426
4353
$1.56M ﹤0.01%
+15,500
4354
$1.56M ﹤0.01%
21,395
-6,733
4355
$1.56M ﹤0.01%
82,223
+5,248
4356
$1.56M ﹤0.01%
42,944
-126,098
4357
$1.55M ﹤0.01%
33,439
-7,712
4358
$1.55M ﹤0.01%
76,752
-592,942
4359
$1.55M ﹤0.01%
13,086
-2,870
4360
$1.55M ﹤0.01%
47,620
+44,337
4361
$1.54M ﹤0.01%
43,436
+29,876
4362
$1.54M ﹤0.01%
45,966
-13,600
4363
$1.54M ﹤0.01%
42,597
+32,913
4364
$1.53M ﹤0.01%
110,425
-4,511
4365
$1.53M ﹤0.01%
123,502
-44,885
4366
$1.53M ﹤0.01%
38,286
+7,619
4367
$1.53M ﹤0.01%
42,313
+7,735
4368
$1.53M ﹤0.01%
+76,432
4369
$1.52M ﹤0.01%
142,948
+88,005
4370
$1.52M ﹤0.01%
82,984
-4,781
4371
$1.52M ﹤0.01%
22,329
+1,394
4372
$1.52M ﹤0.01%
73,878
-12,080
4373
$1.52M ﹤0.01%
76,920
+11,380
4374
$1.52M ﹤0.01%
+12,628
4375
$1.51M ﹤0.01%
+1
173 174
175
176 177