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
4601
$1.05M ﹤0.01%
103,326
+102,187
4602
$1.05M ﹤0.01%
1,517
+114
4603
$1.05M ﹤0.01%
83,897
-4,642,722
4604
$1.04M ﹤0.01%
84,654
-1,466
4605
$1.04M ﹤0.01%
24,074
-3,054
4606
$1.04M ﹤0.01%
89,270
-1,233
4607
$1.04M ﹤0.01%
33,348
+6,677
4608
$1.04M ﹤0.01%
154,324
-89,736
4609
$1.04M ﹤0.01%
271,290
+66,369
4610
$1.04M ﹤0.01%
62,890
+12,997
4611
$1.03M ﹤0.01%
40,670
-19,181
4612
$1.03M ﹤0.01%
55,917
+26,811
4613
$1.02M ﹤0.01%
42,027
+2,349
4614
$1.02M ﹤0.01%
5,795
+5,792
4615
$1.02M ﹤0.01%
191,880
+104,364
4616
$1.02M ﹤0.01%
59,322
-19,381
4617
$1.02M ﹤0.01%
77,709
-384,416
4618
$1.02M ﹤0.01%
38,356
-16,943
4619
$1.01M ﹤0.01%
87,546
+87,545
4620
$1.01M ﹤0.01%
96,127
-33,632
4621
$1.01M ﹤0.01%
121,814
-2,086
4622
$1.01M ﹤0.01%
33,054
-20,287
4623
$1.01M ﹤0.01%
30,780
+7,917
4624
$1.01M ﹤0.01%
+31,931
4625
$1.01M ﹤0.01%
16,774
-22,891
183 184
185
186 187