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
526
$176M 0.03%
1,260,292
-443,708
527
$176M 0.03%
3,652,954
-387,677
528
$176M 0.03%
8,572,799
-39,539,466
529
$175M 0.03%
2,441,123
+261,030
530
$174M 0.03%
1,232,967
+485,480
531
$174M 0.03%
2,225,345
+1,111,102
532
$173M 0.03%
2,240,887
+1,332,999
533
$173M 0.03%
617,787
-159,716
534
$172M 0.03%
4,658,300
+267,435
535
$172M 0.03%
1,106,718
-154,556
536
$171M 0.03%
2,789,231
-313,370
537
$171M 0.03%
3,660,546
-669,558
538
$170M 0.03%
4,720,098
+96,631
539
$168M 0.02%
3,988,004
-2,757,879
540
$168M 0.02%
3,631,292
-481,295
541
$167M 0.02%
948,409
-170,201
542
$167M 0.02%
3,344,624
+1,291,662
543
$167M 0.02%
9,384,307
+9,005,929
544
$167M 0.02%
5,870,650
-4,087,050
545
$166M 0.02%
1,447,022
+152,073
546
$166M 0.02%
1,529,402
-145,089
547
$166M 0.02%
860,770
+76,021
548
$166M 0.02%
7,447,695
+393,945
549
$166M 0.02%
4,553,344
+838,354
550
$166M 0.02%
1,710,974
+878,005
20 21
22
23 24