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
4551
$1.11M ﹤0.01%
371,361
-243,302
4552
$1.11M ﹤0.01%
9,960
-8,345
4553
$1.11M ﹤0.01%
63,423
-57,668
4554
$1.11M ﹤0.01%
79,068
-19,266
4555
$1.11M ﹤0.01%
15,034
-27,687
4556
$1.11M ﹤0.01%
36,887
-34,751
4557
$1.1M ﹤0.01%
68,493
+6,168
4558
$1.1M ﹤0.01%
25,961
-7,854
4559
$1.1M ﹤0.01%
28,856
+28,606
4560
$1.1M ﹤0.01%
31,219
-10,515
4561
$1.1M ﹤0.01%
49,247
-11,988
4562
$1.1M ﹤0.01%
220,912
+176,866
4563
$1.1M ﹤0.01%
35,455
+1,765
4564
$1.1M ﹤0.01%
77,540
+10,753
4565
$1.09M ﹤0.01%
18,885
-29,553
4566
$1.09M ﹤0.01%
46,654
-63,027
4567
$1.09M ﹤0.01%
111,999
+109,832
4568
$1.09M ﹤0.01%
213,646
+188,519
4569
$1.09M ﹤0.01%
8,195
+6,536
4570
$1.09M ﹤0.01%
17,616
-312,116
4571
$1.08M ﹤0.01%
72,688
-4,653
4572
$1.08M ﹤0.01%
+31,174
4573
$1.08M ﹤0.01%
58,396
+57,264
4574
$1.08M ﹤0.01%
11,032
+1,779
4575
$1.08M ﹤0.01%
148,032
+127,766
181 182
183
184 185