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
1426
$35.7M 0.01%
212,576
-44,368
1427
$35.7M 0.01%
2,232,156
+54,198
1428
$35.7M 0.01%
865,366
-113,710
1429
$35.7M 0.01%
7,385,137
+2,275,693
1430
$35.6M 0.01%
1,434,882
+98,640
1431
$35.6M 0.01%
1,482,404
+1,054,829
1432
$35.5M 0.01%
1,630,198
-257,070
1433
$35.5M 0.01%
908,033
-67,434
1434
$35.5M 0.01%
532,620
+35,659
1435
$35.4M 0.01%
590,933
+908
1436
$35.4M 0.01%
880,092
-30,464
1437
$35.4M 0.01%
1,830,879
+384,230
1438
$35.3M 0.01%
126,498
+51,570
1439
$35.2M 0.01%
59,065
-7,569
1440
$35.1M 0.01%
687,711
+162,390
1441
$35.1M 0.01%
386,228
-32,793
1442
$35M 0.01%
364,880
+121,056
1443
$35M 0.01%
+3,220,536
1444
$34.9M 0.01%
1,417,235
+589,593
1445
$34.8M 0.01%
449,416
+155,969
1446
$34.8M 0.01%
3,062,635
-1,279,620
1447
$34.8M 0.01%
451,860
-2,558
1448
$34.8M 0.01%
3,051,618
+2,774,703
1449
$34.7M 0.01%
914,568
+81,801
1450
$34.7M 0.01%
1,130,876
-17,119
56 57
58
59 60