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
1251
$44.4M 0.01%
619,581
-73,332
1252
$44.3M 0.01%
2,184,509
+481,894
1253
$44.3M 0.01%
998,210
+260,937
1254
$44.2M 0.01%
878,450
-193,900
1255
$44.1M 0.01%
2,563,721
+2,335,272
1256
$44M 0.01%
1,114,820
+66,276
1257
$44M 0.01%
507,241
+40,487
1258
$44M 0.01%
962,483
+107,461
1259
$44M 0.01%
1,291,571
+256,965
1260
$44M 0.01%
935,133
+813,675
1261
$44M 0.01%
531,464
+117,661
1262
$43.9M 0.01%
581,660
-688,106
1263
$43.7M 0.01%
1,564,613
+51,986
1264
$43.7M 0.01%
834,466
-155,617
1265
$43.6M 0.01%
335,158
-676,226
1266
$43.6M 0.01%
1,123,165
+120,811
1267
$43.6M 0.01%
670,261
+140,243
1268
$43.6M 0.01%
1,734,189
+214,123
1269
$43.4M 0.01%
517,465
-18,952
1270
$43.3M 0.01%
1,076,538
+10,588
1271
$43.3M 0.01%
433,656
+28,635
1272
$43.3M 0.01%
513,495
+23,142
1273
$43.2M 0.01%
1,133,620
+36,998
1274
$43.2M 0.01%
733,276
-111,836
1275
$43.2M 0.01%
874,441
+75,372
49 50
51
52 53