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
1326
$40.5M 0.01%
1,106,639
-243,056
1327
$40.5M 0.01%
891,559
-216,844
1328
$40.4M 0.01%
768,587
-9,726
1329
$40.2M 0.01%
450,650
-3,522,062
1330
$40.1M 0.01%
625,711
+100,420
1331
$40.1M 0.01%
872,100
+19,316
1332
$40M 0.01%
1,772,535
+307,750
1333
$40M 0.01%
960,858
+17,003
1334
$40M 0.01%
1,718,758
+71,124
1335
$39.9M 0.01%
3,732,809
+2,047,090
1336
$39.9M 0.01%
1,714,331
+21,840
1337
$39.8M 0.01%
1,709,899
+251,807
1338
$39.8M 0.01%
965,825
+394,317
1339
$39.7M 0.01%
1,095,965
+15,527
1340
$39.7M 0.01%
320,679
+275,626
1341
$39.7M 0.01%
1,631,439
-231,503
1342
$39.6M 0.01%
1,480,460
-91,778
1343
$39.6M 0.01%
132,978
+51,727
1344
$39.6M 0.01%
865,649
+99,224
1345
$39.6M 0.01%
481,620
-1,274,160
1346
$39.6M 0.01%
991,149
+590,610
1347
$39.6M 0.01%
1,182,822
-469,500
1348
$39.5M 0.01%
+2,688,649
1349
$39.5M 0.01%
716,999
+246,646
1350
$39.5M 0.01%
1,107,448
-611,002
52 53
54
55 56