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
751
$103M 0.02%
2,244,925
+1,283,349
752
$103M 0.02%
2,291,794
+2,090,329
753
$102M 0.02%
1,105,993
+357,736
754
$102M 0.02%
8,066,805
+94,604
755
$101M 0.01%
9,929,510
-7,110,437
756
$101M 0.01%
837,161
+85,327
757
$101M 0.01%
811,145
+166,426
758
$101M 0.01%
1,346,215
-49,259
759
$101M 0.01%
1,448,635
-39,630
760
$101M 0.01%
3,046,079
-166,764
761
$100M 0.01%
2,388,409
-426,223
762
$99.9M 0.01%
1,705,152
+83,999
763
$99.6M 0.01%
1,867,123
+127,553
764
$99.6M 0.01%
1,207,497
+234,903
765
$99.3M 0.01%
1,976,398
+186,706
766
$99.1M 0.01%
1,515,165
+142,798
767
$98.9M 0.01%
1,644,288
+3,648
768
$98.5M 0.01%
732,484
+216,081
769
$98.5M 0.01%
9,966,565
-2,764,292
770
$98.3M 0.01%
3,408,332
-17,733
771
$98.2M 0.01%
1,577,692
-342,126
772
$97.8M 0.01%
1,688,424
+534,129
773
$97.7M 0.01%
3,417,958
+3,417,621
774
$97.7M 0.01%
1,258,018
+352,238
775
$97.6M 0.01%
234,904
+99,537
29 30
31
32 33