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
4476
$1.27M ﹤0.01%
13,441
+13,133
4477
$1.27M ﹤0.01%
41,527
+34,685
4478
$1.26M ﹤0.01%
45,926
+1,920
4479
$1.26M ﹤0.01%
215,184
-38,923
4480
$1.26M ﹤0.01%
50,523
+46,671
4481
$1.26M ﹤0.01%
51,185
+50,868
4482
$1.26M ﹤0.01%
46,387
+16,252
4483
$1.26M ﹤0.01%
73,032
+13,376
4484
$1.25M ﹤0.01%
124,200
-150,995
4485
$1.25M ﹤0.01%
127,716
+20,151
4486
$1.25M ﹤0.01%
34,045
-31,321
4487
$1.25M ﹤0.01%
98,073
+28,106
4488
$1.25M ﹤0.01%
74,756
-48,114
4489
$1.25M ﹤0.01%
138,654
-30,700
4490
$1.25M ﹤0.01%
42,717
+7,388
4491
$1.25M ﹤0.01%
67,576
-61,099
4492
$1.24M ﹤0.01%
206,236
+62,626
4493
$1.24M ﹤0.01%
2,144
+1,860
4494
$1.24M ﹤0.01%
74,144
-7,197
4495
$1.24M ﹤0.01%
3,393
-1,918
4496
$1.24M ﹤0.01%
39,383
-11,609
4497
$1.23M ﹤0.01%
179,700
-5,545
4498
$1.23M ﹤0.01%
122,186
-1,937,492
4499
$1.23M ﹤0.01%
8,133
-8,648
4500
$1.23M ﹤0.01%
33,973
-4,140
178 179
180
181 182