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
1701
$25.1M ﹤0.01%
4,723,562
-663,926
1702
$25M ﹤0.01%
377,209
-159,270
1703
$25M ﹤0.01%
407,250
+97,715
1704
$25M ﹤0.01%
901,485
-46,189
1705
$25M ﹤0.01%
528,462
-27,775
1706
$25M ﹤0.01%
1,673,547
+3,455
1707
$24.9M ﹤0.01%
2,523,880
-286,330
1708
$24.9M ﹤0.01%
650,799
+34,378
1709
$24.9M ﹤0.01%
266,970
+193,786
1710
$24.9M ﹤0.01%
1,220,899
+654,894
1711
$24.9M ﹤0.01%
590,174
+360,655
1712
$24.8M ﹤0.01%
450,930
-52,692
1713
$24.8M ﹤0.01%
441,507
-44,722
1714
$24.8M ﹤0.01%
657,354
+615,789
1715
$24.7M ﹤0.01%
1,671,122
+323,506
1716
$24.7M ﹤0.01%
243,232
-15,170
1717
$24.6M ﹤0.01%
310,665
+55,321
1718
$24.6M ﹤0.01%
291,993
+63,704
1719
$24.5M ﹤0.01%
128,749
-161,669
1720
$24.5M ﹤0.01%
140,647
+11,548
1721
$24.5M ﹤0.01%
511,152
-79,641
1722
$24.5M ﹤0.01%
261,245
+14,777
1723
$24.5M ﹤0.01%
332,615
-54,817
1724
$24.4M ﹤0.01%
1,157,628
-16,087
1725
$24.4M ﹤0.01%
5,699,007
-3,416,686
67 68
69
70 71