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
4376
$1.51M ﹤0.01%
94,502
-15,892
4377
$1.51M ﹤0.01%
266,416
+15,328
4378
$1.51M ﹤0.01%
296,327
-14,997
4379
$1.51M ﹤0.01%
119,144
-6,518
4380
$1.51M ﹤0.01%
44,866
-2,988
4381
$1.51M ﹤0.01%
20,739
-3,507
4382
$1.51M ﹤0.01%
540,174
+212,398
4383
$1.5M ﹤0.01%
34,601
+22,317
4384
$1.5M ﹤0.01%
219,465
+16,992
4385
$1.5M ﹤0.01%
57,813
-2,228
4386
$1.49M ﹤0.01%
68,140
-8,043
4387
$1.49M ﹤0.01%
63,187
-61,349
4388
$1.48M ﹤0.01%
207,407
-38,342
4389
$1.48M ﹤0.01%
112,571
+4,606
4390
$1.47M ﹤0.01%
35,909
+26,299
4391
$1.47M ﹤0.01%
240,347
+16,586
4392
$1.47M ﹤0.01%
114,577
-3,121
4393
$1.46M ﹤0.01%
134,049
+2,023
4394
$1.45M ﹤0.01%
108,467
-167,355
4395
$1.45M ﹤0.01%
25,741
-2,809
4396
$1.45M ﹤0.01%
19,699
-5,087
4397
$1.45M ﹤0.01%
20,691
-1,531
4398
$1.44M ﹤0.01%
28,000
-22,000
4399
$1.44M ﹤0.01%
385,069
+60,531
4400
$1.44M ﹤0.01%
97,437
+92,915
174 175
176
177 178