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
1176
$49.8M 0.01%
3,595,139
-81,432
1177
$49.8M 0.01%
4,865,947
-1,945,159
1178
$49.6M 0.01%
1,521,279
+391,003
1179
$49.6M 0.01%
1,781,907
-704,368
1180
$49.6M 0.01%
1,033,515
+8,963
1181
$49.5M 0.01%
1,006,280
-8,005
1182
$49.5M 0.01%
615,361
-182,493
1183
$49.3M 0.01%
1,073,492
+533,251
1184
$49.2M 0.01%
667,166
+90,512
1185
$49.2M 0.01%
1,684,412
-513,087
1186
$49.2M 0.01%
453,509
-544
1187
$49.1M 0.01%
866,378
+637,463
1188
$49.1M 0.01%
390,858
+10,700
1189
$49M 0.01%
797,358
+15,831
1190
$49M 0.01%
40,617
-56,603
1191
$49M 0.01%
1,919,352
+1,044,805
1192
$49M 0.01%
4,414,756
+150,432
1193
$48.8M 0.01%
82,958
-9,793
1194
$48.6M 0.01%
131,447
-93,513
1195
$48.6M 0.01%
167,712
-18,698
1196
$48.6M 0.01%
673,863
+117,480
1197
$48.6M 0.01%
2,115,083
-840,369
1198
$48.5M 0.01%
663,544
+95,417
1199
$48.4M 0.01%
496,890
-51,991
1200
$48.3M 0.01%
322,232
+59,770
46 47
48
49 50