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
1576
$29.3M ﹤0.01%
567,992
-338,395
1577
$29.2M ﹤0.01%
650,327
-64,291
1578
$29.2M ﹤0.01%
211,177
+171,996
1579
$29.1M ﹤0.01%
557,988
+181,635
1580
$29.1M ﹤0.01%
1,070,805
-621,370
1581
$29M ﹤0.01%
1,739,161
-53,280
1582
$29M ﹤0.01%
3,396,275
+3,147,219
1583
$29M ﹤0.01%
355,929
+54,614
1584
$29M ﹤0.01%
576,963
+395,195
1585
$28.9M ﹤0.01%
243,646
+1,120
1586
$28.9M ﹤0.01%
693,945
+172,745
1587
$28.9M ﹤0.01%
284,691
-366,360
1588
$28.9M ﹤0.01%
304,862
-146,563
1589
$28.7M ﹤0.01%
541,686
+132,697
1590
$28.7M ﹤0.01%
1,098,070
-41,080
1591
$28.7M ﹤0.01%
510,009
+82,780
1592
$28.6M ﹤0.01%
413,285
-52,805
1593
$28.6M ﹤0.01%
726,814
+46,469
1594
$28.5M ﹤0.01%
856,553
+340,371
1595
$28.5M ﹤0.01%
1,483,996
+128,060
1596
$28.5M ﹤0.01%
874,381
-49,954
1597
$28.5M ﹤0.01%
3,031,469
+2,964
1598
$28.5M ﹤0.01%
404,840
+78,488
1599
$28.4M ﹤0.01%
325,864
-479,062
1600
$28.4M ﹤0.01%
277,354
+171,459
62 63
64
65 66