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
1051
$59.8M 0.01%
1,160,939
+36,295
1052
$59.7M 0.01%
207,757
+8,620
1053
$59.6M 0.01%
2,038,840
+2,038,777
1054
$59.3M 0.01%
1,297,053
+37,974
1055
$59M 0.01%
781,225
+120,926
1056
$58.9M 0.01%
9,704,948
+644,009
1057
$58.8M 0.01%
1,543,429
+705,093
1058
$58.8M 0.01%
657,427
+121,008
1059
$58.5M 0.01%
771,225
+217,861
1060
$58.5M 0.01%
1,146,365
-1,657,276
1061
$58.5M 0.01%
2,172,294
+769,487
1062
$58.4M 0.01%
1,009,991
-173,921
1063
$58.4M 0.01%
973,166
-118,559
1064
$58.3M 0.01%
800,502
-16,217
1065
$58.3M 0.01%
586,062
+16,896
1066
$58.2M 0.01%
1,089,488
+26,284
1067
$58.2M 0.01%
927,198
+689,205
1068
$58.2M 0.01%
405,706
+55,025
1069
$58.2M 0.01%
3,700,799
+27,747
1070
$58.1M 0.01%
338,535
+25,466
1071
$58.1M 0.01%
932,107
+35,629
1072
$58M 0.01%
2,616,662
+441,802
1073
$57.9M 0.01%
1,322,856
-35,286
1074
$57.8M 0.01%
2,014,860
-674,933
1075
$57.8M 0.01%
1,488,490
+766,398
41 42
43
44 45