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
1676
$26M ﹤0.01%
397,153
-79,379
1677
$26M ﹤0.01%
934,387
-17,094
1678
$26M ﹤0.01%
519,448
-295,998
1679
$25.9M ﹤0.01%
2,131,544
+489,460
1680
$25.8M ﹤0.01%
1,533,203
-806,412
1681
$25.8M ﹤0.01%
339,439
-219,543
1682
$25.8M ﹤0.01%
519,859
+279,937
1683
$25.8M ﹤0.01%
1,937,714
-61,265
1684
$25.8M ﹤0.01%
3,734,600
+190,003
1685
$25.7M ﹤0.01%
910,715
-90,896
1686
$25.7M ﹤0.01%
1,928,594
-1,638,442
1687
$25.7M ﹤0.01%
1,165,724
+557,947
1688
$25.7M ﹤0.01%
477,868
+240,173
1689
$25.7M ﹤0.01%
694,621
-63,619
1690
$25.6M ﹤0.01%
197,133
+6,619
1691
$25.6M ﹤0.01%
2,526,901
+171,022
1692
$25.6M ﹤0.01%
142,265
+51,089
1693
$25.5M ﹤0.01%
567,667
+144,532
1694
$25.4M ﹤0.01%
1,360,791
+14,573
1695
$25.4M ﹤0.01%
636,697
+156,939
1696
$25.4M ﹤0.01%
277,497
+68,522
1697
$25.3M ﹤0.01%
626,546
-21,013
1698
$25.3M ﹤0.01%
+865,271
1699
$25.3M ﹤0.01%
274,007
+72,866
1700
$25.1M ﹤0.01%
2,068,082
+317,644
66 67
68
69 70