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
1151
$52M 0.01%
1,542,342
-701,190
1152
$51.9M 0.01%
1,643,929
-340,288
1153
$51.9M 0.01%
1,929,930
-522,567
1154
$51.6M 0.01%
834,147
-520,681
1155
$51.6M 0.01%
1,241,455
-239,243
1156
$51.5M 0.01%
771,700
-700,715
1157
$51.4M 0.01%
1,971,358
-688,650
1158
$51.2M 0.01%
984,525
-121,115
1159
$51.2M 0.01%
3,056,321
-197,267
1160
$51.2M 0.01%
1,907,271
+29,853
1161
$51M 0.01%
2,662,894
+589,876
1162
$50.9M 0.01%
970,500
-164,007
1163
$50.5M 0.01%
351,718
-140,596
1164
$50.5M 0.01%
1,265,681
-306,855
1165
$50.5M 0.01%
899,576
+58,340
1166
$50.4M 0.01%
203,368
+24,859
1167
$50.3M 0.01%
3,324,409
-403,393
1168
$50.3M 0.01%
726,235
-127,198
1169
$50.3M 0.01%
859,648
+376,900
1170
$50.2M 0.01%
1,407,795
+1,381,269
1171
$50.2M 0.01%
1,001,820
+68,712
1172
$50.2M 0.01%
438,164
-119,746
1173
$50.1M 0.01%
836,448
-215,096
1174
$50M 0.01%
6,855,009
-2,845,619
1175
$50M 0.01%
631,942
-754,584
45 46
47
48 49