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
701
$113M 0.02%
2,280,521
-42,496
702
$113M 0.02%
1,761,205
+1,193,105
703
$113M 0.02%
8,345,992
+216,016
704
$112M 0.02%
802,007
-20,469
705
$112M 0.02%
1,829,578
+90,091
706
$112M 0.02%
2,254,630
-246,209
707
$112M 0.02%
3,227,817
-461,825
708
$112M 0.02%
1,253,948
-1,314,267
709
$112M 0.02%
6,161,693
+91,862
710
$112M 0.02%
1,142,019
-136,990
711
$111M 0.02%
5,907,792
+401,104
712
$111M 0.02%
1,598,221
+115,822
713
$111M 0.02%
1,307,983
-228,867
714
$111M 0.02%
4,659,592
+261,517
715
$111M 0.02%
1,029,876
-101,172
716
$111M 0.02%
2,424,013
+785,040
717
$110M 0.02%
1,709,477
+77,112
718
$110M 0.02%
324,306
-192,200
719
$110M 0.02%
5,260,634
+3,235,647
720
$110M 0.02%
1,174,409
-135,362
721
$110M 0.02%
1,062,856
+289,215
722
$110M 0.02%
4,134,469
-371,807
723
$110M 0.02%
1,711,855
+133,462
724
$110M 0.02%
2,520,083
-6,957,934
725
$109M 0.02%
946,941
-159,391
27 28
29
30 31