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
1301
$41.8M 0.01%
275,678
+9,670
1302
$41.7M 0.01%
930,101
-323,820
1303
$41.7M 0.01%
433,711
-31,632
1304
$41.7M 0.01%
+1,579,616
1305
$41.6M 0.01%
1,478,436
+46,077
1306
$41.6M 0.01%
827,748
+85,086
1307
$41.5M 0.01%
3,141,834
+142,726
1308
$41.5M 0.01%
441,654
+82,374
1309
$41.5M 0.01%
3,278,228
-503,007
1310
$41.5M 0.01%
1,175,775
-26,065
1311
$41.4M 0.01%
486,815
+182,649
1312
$41.4M 0.01%
2,551,656
-21,120
1313
$41.4M 0.01%
2,324,922
-1,023,296
1314
$41.3M 0.01%
1,864,286
+935,950
1315
$41.3M 0.01%
1,029,606
+371,829
1316
$41.3M 0.01%
5,755,142
-3,240,687
1317
$41.2M 0.01%
2,010,401
-57,100
1318
$41.1M 0.01%
741,610
-364,659
1319
$41.1M 0.01%
987,187
-228,759
1320
$41.1M 0.01%
3,689,104
+3,152,503
1321
$40.8M 0.01%
846,443
+269,610
1322
$40.7M 0.01%
1,476,308
+884,657
1323
$40.7M 0.01%
422,256
-105,724
1324
$40.6M 0.01%
966,297
+131,844
1325
$40.6M 0.01%
505,330
-671,125
51 52
53
54 55