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
1651
$26.8M ﹤0.01%
75,969
+24,957
1652
$26.8M ﹤0.01%
837,553
-395,886
1653
$26.8M ﹤0.01%
784,474
+31,281
1654
$26.8M ﹤0.01%
219,262
+16,394
1655
$26.7M ﹤0.01%
926,356
-188,967
1656
$26.7M ﹤0.01%
1,867,820
+60,135
1657
$26.7M ﹤0.01%
395,249
+43,456
1658
$26.7M ﹤0.01%
653,633
+556,349
1659
$26.6M ﹤0.01%
2,048,298
-84,681
1660
$26.5M ﹤0.01%
652,174
+165,017
1661
$26.5M ﹤0.01%
889,467
-51,310
1662
$26.5M ﹤0.01%
210,829
-8,173
1663
$26.5M ﹤0.01%
625,843
-3,553
1664
$26.4M ﹤0.01%
887,086
-446,090
1665
$26.4M ﹤0.01%
67,669
+18,357
1666
$26.4M ﹤0.01%
462,160
+242,732
1667
$26.3M ﹤0.01%
142,263
-14,159
1668
$26.3M ﹤0.01%
2,331,539
+164,331
1669
$26.3M ﹤0.01%
127,873
+31,525
1670
$26.3M ﹤0.01%
575,277
-112,742
1671
$26.2M ﹤0.01%
529,447
-177,283
1672
$26.2M ﹤0.01%
543,367
+35,134
1673
$26.1M ﹤0.01%
1,009,050
+485,776
1674
$26.1M ﹤0.01%
238,907
+13,044
1675
$26.1M ﹤0.01%
2,756,414
-23,918