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
4501
$1.23M ﹤0.01%
74,250
-210,897
4502
$1.23M ﹤0.01%
228,362
+192,320
4503
$1.22M ﹤0.01%
196,254
-20,897
4504
$1.22M ﹤0.01%
32,372
+16,563
4505
$1.22M ﹤0.01%
81,052
-77,891
4506
$1.21M ﹤0.01%
14,467
-11,066
4507
$1.2M ﹤0.01%
79,148
-5,777
4508
$1.2M ﹤0.01%
30,085
+1,386
4509
$1.19M ﹤0.01%
5,593
+435
4510
$1.19M ﹤0.01%
31,429
-16,107
4511
$1.18M ﹤0.01%
4,706
-8,715
4512
$1.18M ﹤0.01%
397,350
-111,950
4513
$1.18M ﹤0.01%
1,952
+992
4514
$1.18M ﹤0.01%
110,139
-101,829
4515
$1.17M ﹤0.01%
8,720
-52
4516
$1.17M ﹤0.01%
39,072
+1,232
4517
$1.17M ﹤0.01%
44,013
-443
4518
$1.16M ﹤0.01%
101,879
+17,948
4519
$1.16M ﹤0.01%
48,048
+15,495
4520
$1.16M ﹤0.01%
13,719
-4,434
4521
$1.16M ﹤0.01%
327,318
-15,411
4522
$1.16M ﹤0.01%
54,445
-37,141
4523
$1.16M ﹤0.01%
186,666
-298,344
4524
$1.15M ﹤0.01%
74,810
-130,519
4525
$1.15M ﹤0.01%
93,603
+4,266
179 180
181
182 183