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
901
$78.1M 0.01%
509,887
+42,404
902
$77.9M 0.01%
3,796,808
+1,732,478
903
$77.9M 0.01%
4,405,603
+1,699,417
904
$77.6M 0.01%
1,157,708
-51,053
905
$77.5M 0.01%
736,928
-103,164
906
$77.2M 0.01%
2,403,518
+893,852
907
$77.1M 0.01%
1,656,636
+134,649
908
$77M 0.01%
456,586
+173,903
909
$77M 0.01%
971,411
+50,488
910
$76.8M 0.01%
4,181,601
+2,647,465
911
$76.6M 0.01%
2,312,612
+91,961
912
$76.3M 0.01%
673,526
-103,621
913
$76.2M 0.01%
1,737,850
-552,397
914
$75.9M 0.01%
1,705,423
+76,625
915
$75.9M 0.01%
702,760
-7,646
916
$75.8M 0.01%
2,900,151
+283,318
917
$75.6M 0.01%
766,689
-363,817
918
$75.6M 0.01%
395,322
+317,853
919
$75M 0.01%
2,157,856
-29,212
920
$74.7M 0.01%
1,790,901
+1,056,633
921
$74.5M 0.01%
1,755,668
-505,433
922
$74.5M 0.01%
3,408,562
+2,405,382
923
$74.3M 0.01%
1,176,067
-3,661,606
924
$74.3M 0.01%
579,067
+201,179
925
$74.1M 0.01%
2,831,905
-597,763
35 36
37
38 39