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
1351
$39.4M 0.01%
+2,875,516
1352
$39.4M 0.01%
316,954
+18,191
1353
$39.4M 0.01%
1,079,943
-23,794
1354
$39.3M 0.01%
273,872
-37,364
1355
$39.2M 0.01%
2,392,589
+1,173,198
1356
$39.2M 0.01%
2,147,183
+183,641
1357
$39.2M 0.01%
2,971,277
-1,232,478
1358
$39M 0.01%
1,795,489
+78,749
1359
$39M 0.01%
1,338,087
-392,766
1360
$39M 0.01%
319,717
-31,104
1361
$39M 0.01%
1,444,720
-123,820
1362
$39M 0.01%
692,175
-199,453
1363
$38.9M 0.01%
259,274
-8,449
1364
$38.7M 0.01%
257,959
+21,380
1365
$38.7M 0.01%
1,843,167
+91,480
1366
$38.7M 0.01%
776,484
-76,596
1367
$38.6M 0.01%
906,018
+73,843
1368
$38.6M 0.01%
891,879
+718,019
1369
$38.6M 0.01%
1,257,522
+292,685
1370
$38.5M 0.01%
1,777,271
-254,974
1371
$38.5M 0.01%
3,852,577
-242,757
1372
$38.4M 0.01%
477,671
+222,061
1373
$38.4M 0.01%
213,891
-6,124
1374
$38.4M 0.01%
208,918
-37,821
1375
$38.3M 0.01%
1,987,633
+1,089,738
53 54
55
56 57