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
476
$202M 0.03%
1,004,131
-480,663
477
$202M 0.03%
3,905,837
+114,246
478
$201M 0.03%
6,400,697
+365,694
479
$201M 0.03%
1,868,383
+199,222
480
$201M 0.03%
1,769,410
-230,945
481
$201M 0.03%
3,927,843
+916,695
482
$200M 0.03%
5,592,016
-61,063
483
$199M 0.03%
13,250,248
+809,870
484
$198M 0.03%
1,101,838
+44,316
485
$198M 0.03%
8,130,642
+1,709,961
486
$198M 0.03%
4,273,006
-962,467
487
$198M 0.03%
6,230,449
+21,509
488
$197M 0.03%
6,635,405
-330,657
489
$196M 0.03%
1,361,979
-84,446
490
$196M 0.03%
3,444,355
+708,388
491
$195M 0.03%
529,967
-209,171
492
$195M 0.03%
4,051,035
+1,161,047
493
$194M 0.03%
1,475,794
+320,804
494
$194M 0.03%
2,027,739
+129,293
495
$194M 0.03%
3,046,085
+189,665
496
$193M 0.03%
20,795,680
+12,490
497
$193M 0.03%
2,215,060
+2,000,780
498
$193M 0.03%
3,891,215
+783,345
499
$192M 0.03%
895,382
-22,466
500
$192M 0.03%
25,000,446
-9,768,796
18 19
20
21 22