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
626
$136M 0.02%
2,368,849
+685,285
627
$136M 0.02%
876,647
+176,091
628
$136M 0.02%
6,150,780
+1,178,456
629
$136M 0.02%
1,267,760
+566,014
630
$136M 0.02%
825,682
+208,514
631
$134M 0.02%
15,759,416
+2,572,866
632
$134M 0.02%
6,381,363
+5,177,746
633
$134M 0.02%
1,113,524
+401,923
634
$133M 0.02%
3,672,756
-77,882
635
$133M 0.02%
2,120,902
+47,292
636
$133M 0.02%
578,784
-138,103
637
$133M 0.02%
839,273
-29,889
638
$132M 0.02%
+1,860,242
639
$131M 0.02%
6,557,015
+1,101,006
640
$131M 0.02%
4,995,614
+2,001,694
641
$131M 0.02%
6,569,837
+3,211,284
642
$131M 0.02%
2,288,888
-172,657
643
$131M 0.02%
5,283,769
-655,585
644
$130M 0.02%
1,448,918
+331,483
645
$130M 0.02%
2,712,717
-458,829
646
$130M 0.02%
4,140,305
+2,286,392
647
$129M 0.02%
4,858,809
-2,052,525
648
$129M 0.02%
1,000,326
+30,259
649
$129M 0.02%
2,517,292
-124,155
650
$127M 0.02%
1,991,298
+430,958
24 25
26
27 28