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
976
$67M 0.01%
858,778
+197,406
977
$66.8M 0.01%
1,184,684
-121,977
978
$66.8M 0.01%
742,113
+57,042
979
$66.6M 0.01%
1,154,110
-202,590
980
$66.5M 0.01%
1,016,433
+142,214
981
$66.4M 0.01%
1,177,091
+215,940
982
$66.4M 0.01%
1,121,780
+110,003
983
$66.4M 0.01%
4,949,502
+184,882
984
$66.3M 0.01%
1,055,096
-73,628
985
$66.3M 0.01%
1,529,240
+159,538
986
$66.1M 0.01%
1,433,256
+1,005,981
987
$65.9M 0.01%
1,472,842
-834,650
988
$65.8M 0.01%
3,485,855
+949,381
989
$65.8M 0.01%
745,316
+32,392
990
$65.5M 0.01%
662,155
-2,768,409
991
$65.4M 0.01%
3,043,324
+1,260,482
992
$65.4M 0.01%
2,155,000
+150,270
993
$65.4M 0.01%
2,476,336
+237,529
994
$65.3M 0.01%
885,333
+307,306
995
$65.3M 0.01%
1,171,163
-271,368
996
$65.1M 0.01%
939,781
+230,058
997
$65.1M 0.01%
1,204,304
+472,120
998
$64.9M 0.01%
1,798,497
-8,126,392
999
$64.9M 0.01%
1,794,047
+335,941
1000
$64.6M 0.01%
790,748
+161,277
38 39
40
41 42