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
1601
$28.3M ﹤0.01%
1,211,640
-14,215
1602
$28.3M ﹤0.01%
1,310,392
-123,491
1603
$28.3M ﹤0.01%
1,310,632
-977,203
1604
$28.3M ﹤0.01%
373,650
-271,263
1605
$28.2M ﹤0.01%
921,142
+41,503
1606
$28.2M ﹤0.01%
1,309,813
+573,518
1607
$28.2M ﹤0.01%
94,402
+26,775
1608
$28.2M ﹤0.01%
412,086
+186,946
1609
$28.1M ﹤0.01%
1,898,487
+642,921
1610
$28.1M ﹤0.01%
1,988,118
+2,251
1611
$27.9M ﹤0.01%
545,006
+6,770
1612
$27.9M ﹤0.01%
1,728,071
+888,648
1613
$27.9M ﹤0.01%
266,821
+17,103
1614
$27.9M ﹤0.01%
269,637
-24,540
1615
$27.9M ﹤0.01%
352,262
-113,088
1616
$27.9M ﹤0.01%
1,774,476
+263,254
1617
$27.9M ﹤0.01%
1,029,804
-470,005
1618
$27.9M ﹤0.01%
358,054
+33,817
1619
$27.8M ﹤0.01%
696,154
+80,606
1620
$27.8M ﹤0.01%
131,414
-7,865
1621
$27.7M ﹤0.01%
345,733
-380,837
1622
$27.7M ﹤0.01%
380,985
+46,631
1623
$27.6M ﹤0.01%
1,039,553
+118,194
1624
$27.6M ﹤0.01%
534,283
-350,259
1625
$27.6M ﹤0.01%
1,587,880
+160,639
63 64
65
66 67