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
1026
$62.4M 0.01%
3,753,152
-28,085,299
1027
$62.4M 0.01%
677,581
-88,318
1028
$62.3M 0.01%
270,100
-88,732
1029
$62.3M 0.01%
592,378
-120,599
1030
$62.2M 0.01%
744,635
+41,893
1031
$62.1M 0.01%
2,272,874
+963,275
1032
$61.8M 0.01%
880,601
+566,230
1033
$61.6M 0.01%
327,390
-25,911
1034
$61.6M 0.01%
877,082
-69,901
1035
$61.4M 0.01%
2,362,050
+1,198,996
1036
$61.3M 0.01%
888,355
-263,349
1037
$61.2M 0.01%
1,860,458
+293,353
1038
$61.1M 0.01%
1,208,472
+295,195
1039
$61.1M 0.01%
1,687,062
+414,801
1040
$61M 0.01%
134,335
-30,044
1041
$60.9M 0.01%
1,240,118
+99,160
1042
$60.8M 0.01%
575,329
+331,814
1043
$60.7M 0.01%
293,232
+42,232
1044
$60.6M 0.01%
5,276,909
+463,470
1045
$60.5M 0.01%
2,436,322
+1,516,439
1046
$60.4M 0.01%
2,289,803
+94,890
1047
$60.3M 0.01%
770,667
+86,123
1048
$60.2M 0.01%
966,199
+234,265
1049
$60.2M 0.01%
9,020,865
-409,947
1050
$60M 0.01%
852,406
-85,470
40 41
42
43 44