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
1126
$54M 0.01%
790,121
-260,656
1127
$53.9M 0.01%
1,770,194
-157,464
1128
$53.9M 0.01%
558,200
+292,953
1129
$53.9M 0.01%
3,872,160
-393,400
1130
$53.9M 0.01%
108,247
+5,668
1131
$53.7M 0.01%
2,246,478
-113,799
1132
$53.7M 0.01%
3,841,512
-1,132,488
1133
$53.7M 0.01%
626,750
-572,856
1134
$53.6M 0.01%
543,060
+484,678
1135
$53.4M 0.01%
1,937,218
+404
1136
$52.9M 0.01%
9,124,245
-770,004
1137
$52.8M 0.01%
1,104,600
+112,091
1138
$52.7M 0.01%
1,777,790
-102,400
1139
$52.7M 0.01%
251,800
-6,491
1140
$52.6M 0.01%
961,427
-86,673
1141
$52.4M 0.01%
348,526
+62,945
1142
$52.4M 0.01%
2,640,103
+686,718
1143
$52.3M 0.01%
472,343
+158,773
1144
$52.3M 0.01%
2,921,501
+172,741
1145
$52.1M 0.01%
968,635
+288,578
1146
$52.1M 0.01%
287,152
-61,431
1147
$52.1M 0.01%
476,797
+167,626
1148
$52.1M 0.01%
2,721,749
+2,402,597
1149
$52.1M 0.01%
3,442,861
+76,195
1150
$52M 0.01%
1,608,668
+55,928
44 45
46
47 48