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
1476
$33.7M ﹤0.01%
302,578
-1,912
1477
$33.6M ﹤0.01%
1,504,814
-310,737
1478
$33.4M ﹤0.01%
523,666
+169,463
1479
$33.4M ﹤0.01%
722,695
+461,543
1480
$33.3M ﹤0.01%
3,692,574
+600,214
1481
$33.3M ﹤0.01%
565,164
-49,764
1482
$33.3M ﹤0.01%
3,899,504
+211,416
1483
$33.3M ﹤0.01%
1,122,553
-77,291
1484
$33.2M ﹤0.01%
599,554
-343,004
1485
$33.1M ﹤0.01%
516,545
+346,152
1486
$33.1M ﹤0.01%
427,197
+55,418
1487
$33.1M ﹤0.01%
106,217
-22,029
1488
$33.1M ﹤0.01%
698,443
+66,990
1489
$33.1M ﹤0.01%
914,254
+482,728
1490
$33.1M ﹤0.01%
1,431,790
+748,976
1491
$33M ﹤0.01%
541,603
+4,625
1492
$33M ﹤0.01%
406,057
-212,855
1493
$33M ﹤0.01%
1,047,524
-30,259
1494
$33M ﹤0.01%
490,398
+65,214
1495
$33M ﹤0.01%
334,006
-50,561
1496
$32.9M ﹤0.01%
841,037
+175,036
1497
$32.9M ﹤0.01%
662,449
-583,641
1498
$32.9M ﹤0.01%
182,460
-37,844
1499
$32.8M ﹤0.01%
+3,162,351
1500
$32.7M ﹤0.01%
413,053
+363,113
58 59
60
61 62