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
1001
$64.6M 0.01%
2,594,531
+9,341
1002
$64.5M 0.01%
2,534,486
-367,677
1003
$64.4M 0.01%
1,313,295
+140,949
1004
$64.3M 0.01%
579,662
-115,084
1005
$64.3M 0.01%
483,520
-1,649,346
1006
$64.3M 0.01%
304,948
-220,732
1007
$64.1M 0.01%
1,289,430
-190,022
1008
$64.1M 0.01%
200,156
+40,393
1009
$63.9M 0.01%
508,117
+39,833
1010
$63.9M 0.01%
1,571,848
+157,106
1011
$63.9M 0.01%
722,191
+209,812
1012
$63.8M 0.01%
1,888,535
+150,477
1013
$63.7M 0.01%
458,914
+113,733
1014
$63.7M 0.01%
4,620,054
-278,765
1015
$63.6M 0.01%
676,784
+51,846
1016
$63.5M 0.01%
1,684,166
-265,169
1017
$63.4M 0.01%
1,388,984
+2,302
1018
$63.4M 0.01%
405,965
+157,612
1019
$63.2M 0.01%
103,231
-41,288
1020
$63M 0.01%
1,724,386
+183,143
1021
$62.8M 0.01%
414,277
-71,252
1022
$62.6M 0.01%
1,621,395
-68,607
1023
$62.4M 0.01%
2,825,757
+2,480,081
1024
$62.4M 0.01%
1,323,130
+16,156
1025
$62.4M 0.01%
6,856,811
-2,906,078
39 40
41
42 43