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
4526
$1.15M ﹤0.01%
107,325
+4,022
4527
$1.15M ﹤0.01%
144,575
+144,299
4528
$1.15M ﹤0.01%
144,501
-7,386
4529
$1.14M ﹤0.01%
24,254
-8,513
4530
$1.14M ﹤0.01%
47,457
-34,335
4531
$1.14M ﹤0.01%
115,232
+13,837
4532
$1.14M ﹤0.01%
217,290
+211,290
4533
$1.14M ﹤0.01%
40,775
-18,871
4534
$1.14M ﹤0.01%
67,086
+65,046
4535
$1.14M ﹤0.01%
81
-203
4536
$1.14M ﹤0.01%
115,053
+105,815
4537
$1.14M ﹤0.01%
78,461
+391
4538
$1.14M ﹤0.01%
12,064
+810
4539
$1.14M ﹤0.01%
196,299
+38,265
4540
$1.13M ﹤0.01%
54,330
+25,067
4541
$1.13M ﹤0.01%
44,035
-211
4542
$1.13M ﹤0.01%
65,160
+9,624
4543
$1.13M ﹤0.01%
22,878
+21,518
4544
$1.13M ﹤0.01%
22,683
-148,729
4545
$1.12M ﹤0.01%
50,291
+12,150
4546
$1.12M ﹤0.01%
13,374
-2,383
4547
$1.12M ﹤0.01%
22,383
+21,238
4548
$1.12M ﹤0.01%
86,390
-97,951
4549
$1.12M ﹤0.01%
43,790
+35,171
4550
$1.12M ﹤0.01%
45,309
-5,600
180 181
182
183 184