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
826
$88.1M 0.01%
210,137
+18,524
827
$87.9M 0.01%
497,300
-509,868
828
$87.8M 0.01%
6,578,609
-1,295,108
829
$87.7M 0.01%
2,031,679
-141,135
830
$87.6M 0.01%
1,259,972
+789,593
831
$87.3M 0.01%
1,234,003
+477,588
832
$87.2M 0.01%
886,261
+169,182
833
$87M 0.01%
1,999,426
-51,185
834
$86.8M 0.01%
622,579
+211,332
835
$86.7M 0.01%
+4,102,700
836
$86.7M 0.01%
653,639
-53,073
837
$86.5M 0.01%
1,063,013
-853,756
838
$86.3M 0.01%
5,197,916
+1,743,763
839
$86.3M 0.01%
718,034
-73,586
840
$86.1M 0.01%
2,180,048
-2,106,722
841
$86M 0.01%
1,593,072
-106,094
842
$86M 0.01%
2,645,588
+470,341
843
$85.8M 0.01%
1,906,149
-383,335
844
$85.8M 0.01%
3,199,181
+271,878
845
$85.7M 0.01%
261,778
-76,400
846
$85.6M 0.01%
3,411,727
-2,355,942
847
$85.6M 0.01%
2,364,359
+17,709
848
$85.5M 0.01%
557,775
+302,449
849
$85.3M 0.01%
1,393,781
-510,936
850
$85.1M 0.01%
606,284
+231,702
32 33
34
35 36