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
1201
$48.3M 0.01%
718,646
-29,487
1202
$48.3M 0.01%
1,364,777
+124,207
1203
$48.1M 0.01%
988,471
+511,242
1204
$48.1M 0.01%
549,617
-157,059
1205
$47.7M 0.01%
41,894
+5,347
1206
$47.7M 0.01%
287,992
-260,599
1207
$47.6M 0.01%
586,167
-32,013
1208
$47.5M 0.01%
167,237
-62,167
1209
$47.5M 0.01%
1,603,843
-740,933
1210
$47.5M 0.01%
516,643
-225,033
1211
$47.4M 0.01%
906,262
-37,292
1212
$47.3M 0.01%
838,255
-230,828
1213
$47.3M 0.01%
984,655
+864,709
1214
$47.3M 0.01%
833,227
-847,096
1215
$47.1M 0.01%
3,304,487
+409,883
1216
$46.9M 0.01%
9,965
-2,737
1217
$46.8M 0.01%
1,836,706
+169,627
1218
$46.6M 0.01%
2,027,432
-35,605
1219
$46.5M 0.01%
268,937
+18,605
1220
$46.5M 0.01%
845,846
+401,219
1221
$46.5M 0.01%
895,666
+166,799
1222
$46.5M 0.01%
95,600
-109,775
1223
$46.3M 0.01%
2,090,678
+226,082
1224
$46.2M 0.01%
814,718
+310,955
1225
$46.2M 0.01%
683,289
-318,307
47 48
49
50 51