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 Communication Services 8.91%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$221M 0.03%
8,515,286
+7,927,412
452
$221M 0.03%
2,916,999
+192,422
453
$221M 0.03%
1,215,890
-834,442
454
$220M 0.03%
1,052,062
-53,234
455
$220M 0.03%
1,076,686
+176,393
456
$219M 0.03%
2,472,019
-37,836
457
$219M 0.03%
3,668,533
+201,356
458
$218M 0.03%
7,308,709
-37,246,999
459
$216M 0.03%
5,773,045
+1,091,102
460
$214M 0.03%
1,430,110
+33,134
461
$214M 0.03%
805,484
+243,816
462
$213M 0.03%
5,825,221
-211,080
463
$213M 0.03%
5,608,017
+883,325
464
$212M 0.03%
3,714,440
-161,760
465
$209M 0.03%
2,481,747
+60,790
466
$209M 0.03%
5,231,800
+790,364
467
$209M 0.03%
1,130,749
+21,124
468
$208M 0.03%
11,974,460
-2,130,247
469
$208M 0.03%
2,191,583
+133,748
470
$208M 0.03%
802,543
-58,912
471
$205M 0.03%
1,229,205
-87,587
472
$205M 0.03%
4,030,138
+94,418
473
$203M 0.03%
3,115,534
+1,506,311
474
$203M 0.03%
1,796,651
-1,715,846
475
$202M 0.03%
4,226,919
+1,117,060
17 18
19
20 21