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
1526
$31.5M ﹤0.01%
820,505
+15,971
1527
$31.5M ﹤0.01%
1,012,894
+26,433
1528
$31.4M ﹤0.01%
1,028,157
+116,009
1529
$31.4M ﹤0.01%
2,310,950
+719,404
1530
$31.3M ﹤0.01%
2,023,149
-364,330
1531
$31.3M ﹤0.01%
8,052,487
+7,323,980
1532
$31.2M ﹤0.01%
1,732,434
-77,165
1533
$31.2M ﹤0.01%
1,743,482
-4,966
1534
$31M ﹤0.01%
899,443
+77,745
1535
$30.9M ﹤0.01%
3,117,576
+3,110,276
1536
$30.9M ﹤0.01%
1,725,641
-1,233,582
1537
$30.8M ﹤0.01%
430,598
-232,353
1538
$30.8M ﹤0.01%
2,450,931
+43,981
1539
$30.8M ﹤0.01%
1,023,625
-155,604
1540
$30.8M ﹤0.01%
309,841
+143,385
1541
$30.8M ﹤0.01%
1,186,110
+493,005
1542
$30.8M ﹤0.01%
262,898
+211,311
1543
$30.7M ﹤0.01%
310,026
+86,072
1544
$30.7M ﹤0.01%
840,758
+310,626
1545
$30.7M ﹤0.01%
1,288,299
-1,997,028
1546
$30.6M ﹤0.01%
133,059
-59,153
1547
$30.6M ﹤0.01%
347,297
-143,061
1548
$30.5M ﹤0.01%
1,698,833
+134,989
1549
$30.5M ﹤0.01%
152,826
+62,339
1550
$30.5M ﹤0.01%
250,360
+76,822
60 61
62
63 64