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
4626
$1M ﹤0.01%
145,461
-13,973
4627
$1M ﹤0.01%
24,135
+8,428
4628
$1M ﹤0.01%
75,603
-1,800
4629
$1M ﹤0.01%
60,084
+647
4630
$996K ﹤0.01%
21,190
+13,961
4631
$996K ﹤0.01%
24,013
-1,665
4632
$996K ﹤0.01%
49,641
-15,274
4633
$994K ﹤0.01%
11,985
-1,565
4634
$992K ﹤0.01%
73,493
+73,208
4635
$990K ﹤0.01%
20,411
+20,243
4636
$987K ﹤0.01%
29,366
+182
4637
$985K ﹤0.01%
43,822
-2,192
4638
$984K ﹤0.01%
59,370
-16,450
4639
$984K ﹤0.01%
28,590
+5,498
4640
$979K ﹤0.01%
336,400
-218,819
4641
$976K ﹤0.01%
56,998
+21,127
4642
$974K ﹤0.01%
16,220
-23,523
4643
$973K ﹤0.01%
34,945
-6,775
4644
$973K ﹤0.01%
1,196
-4,420
4645
$972K ﹤0.01%
51,140
+19,755
4646
$970K ﹤0.01%
3,890
-11,437
4647
$968K ﹤0.01%
51,165
-1,029
4648
$968K ﹤0.01%
37,000
-87,172
4649
$967K ﹤0.01%
32,587
-8,663
4650
$966K ﹤0.01%
9,968
-2,086
184 185
186
187 188