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 Consumer Discretionary 8.9%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5B 0.37%
11,522,279
-206,044
52
$2.49B 0.37%
47,312,734
-1,327,840
53
$2.48B 0.36%
9,960,010
+214,454
54
$2.43B 0.36%
41,810,812
+2,661,769
55
$2.43B 0.36%
62,800,608
+3,240,323
56
$2.42B 0.35%
27,709,544
+51,061
57
$2.41B 0.35%
23,634,301
+1,634,793
58
$2.31B 0.34%
10,476,428
+1,196,058
59
$2.3B 0.34%
44,001,129
+3,195,950
60
$2.28B 0.34%
21,789,121
+2,666,433
61
$2.28B 0.34%
17,545,480
+1,095,544
62
$2.24B 0.33%
6,155,661
-102,390
63
$2.23B 0.33%
16,796,933
-2,699,454
64
$2.21B 0.33%
42,815,350
+3,867,546
65
$2.15B 0.32%
6,093,411
-991,027
66
$2.12B 0.31%
25,063,692
+645,596
67
$2.11B 0.31%
25,001,166
+931,849
68
$2.1B 0.31%
40,243,340
+5,050,720
69
$2.1B 0.31%
48,118,242
+24,320,161
70
$2.07B 0.3%
19,108,274
+1,535,849
71
$2.05B 0.3%
27,747,360
+7,193,041
72
$2.04B 0.3%
26,948,780
-787,477
73
$2.03B 0.3%
18,730,262
+2,393,757
74
$2.01B 0.3%
88,130,853
-16,071,998
75
$1.99B 0.29%
36,851,288
-1,081,922
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3
4 5