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
4426
$1.38M ﹤0.01%
57,194
+29,749
4427
$1.38M ﹤0.01%
47,546
-65,919
4428
$1.38M ﹤0.01%
106,366
-263,910
4429
$1.38M ﹤0.01%
29,669
+15,264
4430
$1.38M ﹤0.01%
128,075
+21,863
4431
$1.38M ﹤0.01%
85,100
+11,253
4432
$1.37M ﹤0.01%
85,922
+30,109
4433
$1.36M ﹤0.01%
143,660
-1,209,939
4434
$1.36M ﹤0.01%
30,012
+21,176
4435
$1.35M ﹤0.01%
53,535
+7,537
4436
$1.35M ﹤0.01%
26,808
+3,273
4437
$1.35M ﹤0.01%
52,811
+16,913
4438
$1.35M ﹤0.01%
142,073
+79,104
4439
$1.35M ﹤0.01%
26,000
+8,531
4440
$1.34M ﹤0.01%
21,052
+20,634
4441
$1.34M ﹤0.01%
4,104
+3,253
4442
$1.34M ﹤0.01%
110,874
-45,544
4443
$1.34M ﹤0.01%
27,263
-9,640
4444
$1.33M ﹤0.01%
44,409
-16,005
4445
$1.33M ﹤0.01%
92,433
-4,571
4446
$1.33M ﹤0.01%
55,932
-75,718
4447
$1.33M ﹤0.01%
+2,623
4448
$1.33M ﹤0.01%
100,717
-10,505
4449
$1.32M ﹤0.01%
5,027
+1,527
4450
$1.32M ﹤0.01%
395,585
-196,831
176 177
178
179 180