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
601
$146M 0.02%
1,470,806
+213,915
602
$145M 0.02%
1,331,636
-696,252
603
$144M 0.02%
6,028,321
-52,816
604
$144M 0.02%
1,208,927
-487,843
605
$144M 0.02%
2,121,385
-761,272
606
$143M 0.02%
2,520,661
+1,440,916
607
$143M 0.02%
601,919
+17,063
608
$143M 0.02%
3,756,636
-3,006,649
609
$143M 0.02%
1,121,716
-91,954
610
$143M 0.02%
2,414,560
+101,049
611
$143M 0.02%
291,250
-94,020
612
$142M 0.02%
3,190,497
+155,078
613
$142M 0.02%
653,789
-197,036
614
$141M 0.02%
3,241,694
+979,055
615
$141M 0.02%
2,499,355
+89,265
616
$141M 0.02%
5,486,846
-2,117,808
617
$140M 0.02%
3,471,518
-146,944
618
$140M 0.02%
2,982,307
+188,235
619
$140M 0.02%
1,689,199
+120,653
620
$140M 0.02%
3,162,522
+1,033,574
621
$140M 0.02%
4,022,444
-340,062
622
$140M 0.02%
1,113,929
+454,679
623
$139M 0.02%
3,560,506
+855,772
624
$138M 0.02%
3,871,546
-652,759
625
$136M 0.02%
859,140
+353,380
23 24
25
26 27