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
576
$156M 0.02%
3,743,675
+945,768
577
$155M 0.02%
3,031,356
+271,620
578
$154M 0.02%
554,770
-315,234
579
$154M 0.02%
1,832,686
+314,837
580
$154M 0.02%
1,917,406
-294,103
581
$153M 0.02%
8,324,013
+1,596,160
582
$153M 0.02%
283,168
+88,110
583
$153M 0.02%
3,455,369
+3,381,811
584
$153M 0.02%
1,655,864
+553,643
585
$152M 0.02%
11,938,969
+46,346
586
$152M 0.02%
5,789,136
+69,987
587
$152M 0.02%
48,731
+37,443
588
$152M 0.02%
1,121,349
-462,323
589
$151M 0.02%
938,660
-63,995
590
$150M 0.02%
1,151,495
+3,074
591
$150M 0.02%
3,371,881
+360,401
592
$149M 0.02%
3,345,965
-221,328
593
$149M 0.02%
4,394,400
+572,160
594
$148M 0.02%
914,353
+76,189
595
$148M 0.02%
1,435,503
-144,363
596
$147M 0.02%
801,046
+59,484
597
$147M 0.02%
4,630,085
+751,367
598
$147M 0.02%
2,716,062
+22,245
599
$146M 0.02%
5,822,064
-6,314,156
600
$146M 0.02%
3,469,329
+968,029
22 23
24
25 26