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
1501
$32.7M ﹤0.01%
1,190,845
+456,426
1502
$32.7M ﹤0.01%
71,013
+5,966
1503
$32.6M ﹤0.01%
379,387
+57,335
1504
$32.6M ﹤0.01%
369,586
-111,371
1505
$32.6M ﹤0.01%
3,111,283
+2,407,328
1506
$32.5M ﹤0.01%
956,754
+651,740
1507
$32.4M ﹤0.01%
1,451,600
+82,192
1508
$32.4M ﹤0.01%
696,619
+135,843
1509
$32.4M ﹤0.01%
1,353,373
-47,724
1510
$32.3M ﹤0.01%
881,011
-1,010,843
1511
$32.2M ﹤0.01%
+1,466,209
1512
$32.1M ﹤0.01%
1,149,791
-266,504
1513
$32M ﹤0.01%
805,367
-74,093
1514
$32M ﹤0.01%
355,848
+16,923
1515
$32M ﹤0.01%
2,237,658
-24,069
1516
$31.9M ﹤0.01%
356,650
+15,942
1517
$31.9M ﹤0.01%
626,723
+12,445
1518
$31.8M ﹤0.01%
1,271,936
+123,543
1519
$31.8M ﹤0.01%
223,198
-72,231
1520
$31.7M ﹤0.01%
150,337
+37,606
1521
$31.7M ﹤0.01%
697,042
-6,128
1522
$31.6M ﹤0.01%
779,249
-339,468
1523
$31.6M ﹤0.01%
456,727
-18,102
1524
$31.5M ﹤0.01%
603,863
+97,375
1525
$31.5M ﹤0.01%
422,346
-325,512
59 60
61
62 63