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
1626
$27.6M ﹤0.01%
303,745
+32,589
1627
$27.6M ﹤0.01%
417,461
-653,746
1628
$27.5M ﹤0.01%
394,845
+106,136
1629
$27.4M ﹤0.01%
15,011
-3,925
1630
$27.4M ﹤0.01%
1,627,227
-262,882
1631
$27.4M ﹤0.01%
1,352,688
-27,425
1632
$27.4M ﹤0.01%
3,695,680
-2,416,194
1633
$27.4M ﹤0.01%
419,895
+170,241
1634
$27.4M ﹤0.01%
657,684
-2,098,157
1635
$27.3M ﹤0.01%
443,502
+369,317
1636
$27.3M ﹤0.01%
1,616,560
-401,225
1637
$27.3M ﹤0.01%
793,442
-460,695
1638
$27.3M ﹤0.01%
+815,520
1639
$27.3M ﹤0.01%
753,673
+477,417
1640
$27.2M ﹤0.01%
281,282
+52,302
1641
$27.2M ﹤0.01%
191,007
+115,462
1642
$27.1M ﹤0.01%
1,093,817
+394,204
1643
$27.1M ﹤0.01%
1,027,076
+972,752
1644
$27M ﹤0.01%
638,993
+15,495
1645
$27M ﹤0.01%
237,182
-14,146
1646
$27M ﹤0.01%
1,175,469
-217,706
1647
$27M ﹤0.01%
769,614
-146,900
1648
$26.9M ﹤0.01%
157,700
-23,947
1649
$26.9M ﹤0.01%
632,941
+242,194
1650
$26.8M ﹤0.01%
770,692
+27,891
64 65
66
67 68