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
1376
$38.3M 0.01%
1,204,550
-325,011
1377
$38.2M 0.01%
2,571,878
-77,334
1378
$38.1M 0.01%
2,844,033
+2,602,893
1379
$38M 0.01%
1,808,883
+222,189
1380
$38M 0.01%
667,540
+30,604
1381
$37.9M 0.01%
755,484
+44,082
1382
$37.9M 0.01%
1,393,733
+22,402
1383
$37.9M 0.01%
3,704,252
-376,363
1384
$37.9M 0.01%
1,780,677
-84,271
1385
$37.8M 0.01%
496,614
+1,949
1386
$37.8M 0.01%
3,079,115
+2,852,320
1387
$37.7M 0.01%
855,054
+167,968
1388
$37.7M 0.01%
1,670,772
+118,189
1389
$37.7M 0.01%
404,380
+130,914
1390
$37.7M 0.01%
985,733
-536,053
1391
$37.5M 0.01%
6,199,668
-982,024
1392
$37.4M 0.01%
1,542,337
+457,758
1393
$37.4M 0.01%
254,624
+144,447
1394
$37.4M 0.01%
689,802
-166,209
1395
$37.1M 0.01%
3,613,570
-125,699
1396
$37M 0.01%
1,074,604
-416,128
1397
$37M 0.01%
1,454,530
+16,742
1398
$36.9M 0.01%
281,825
+24,771
1399
$36.8M 0.01%
3,566,920
+1,277,801
1400
$36.7M 0.01%
715,295
+254,094
54 55
56
57 58