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
4576
$1.08M ﹤0.01%
78,435
-232,343
4577
$1.08M ﹤0.01%
19,921
+5,794
4578
$1.08M ﹤0.01%
109,390
+3,279
4579
$1.08M ﹤0.01%
18,676
+4,929
4580
$1.08M ﹤0.01%
53,463
+8,893
4581
$1.08M ﹤0.01%
69,569
-4,823
4582
$1.08M ﹤0.01%
26,152
+1,737
4583
$1.07M ﹤0.01%
315,226
-4,598
4584
$1.07M ﹤0.01%
133,954
+9,084
4585
$1.07M ﹤0.01%
66,070
+19,878
4586
$1.07M ﹤0.01%
39,404
+5,864
4587
$1.07M ﹤0.01%
86,504
+57,662
4588
$1.07M ﹤0.01%
25,946
-10,967
4589
$1.07M ﹤0.01%
85,429
-25,540
4590
$1.07M ﹤0.01%
38,601
-31,168
4591
$1.06M ﹤0.01%
29,058
-45
4592
$1.06M ﹤0.01%
18,479
-84,200
4593
$1.06M ﹤0.01%
115,645
+1,273
4594
$1.06M ﹤0.01%
68,568
+34,343
4595
$1.06M ﹤0.01%
143,211
+142,949
4596
$1.06M ﹤0.01%
48,623
-175,205
4597
$1.06M ﹤0.01%
22,917
+1,324
4598
$1.06M ﹤0.01%
35,197
+6,281
4599
$1.06M ﹤0.01%
18,167
+1,816
4600
$1.05M ﹤0.01%
+52,685
182 183
184
185 186