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
951
$71.1M 0.01%
1,400,993
+364,201
952
$71.1M 0.01%
1,451,487
+571,978
953
$70.9M 0.01%
597,763
+88,661
954
$70.5M 0.01%
1,513,433
+103,417
955
$70.3M 0.01%
3,593,051
-25,055
956
$69.7M 0.01%
676,259
-190,438
957
$69.7M 0.01%
572,416
-1,157,194
958
$69.4M 0.01%
954,412
+409,376
959
$69.3M 0.01%
996,009
+33,139
960
$69.2M 0.01%
772,568
+132,082
961
$69.2M 0.01%
641,977
+170,014
962
$69.2M 0.01%
506,018
+67,139
963
$69M 0.01%
2,762,066
+48,390
964
$68.5M 0.01%
2,574,701
+1,922,160
965
$68.5M 0.01%
2,778,186
+275,662
966
$68.5M 0.01%
1,339,896
+774,749
967
$68.4M 0.01%
59,227
-12,171
968
$68.4M 0.01%
1,260,499
+654,769
969
$68.3M 0.01%
358,179
-150,150
970
$68.1M 0.01%
4,209,283
+423,535
971
$68M 0.01%
844,599
+94,257
972
$68M 0.01%
1,492,394
-784,006
973
$67.5M 0.01%
480,283
-33,551
974
$67.4M 0.01%
738,160
-256,560
975
$67.3M 0.01%
916,165
+176,826
37 38
39
40 41