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
1726
$24.4M ﹤0.01%
709,612
+136,736
1727
$24.4M ﹤0.01%
1,454,848
-112,771
1728
$24.3M ﹤0.01%
573,734
+440,264
1729
$24.3M ﹤0.01%
747,133
-848,730
1730
$24.3M ﹤0.01%
1,112,468
-414,559
1731
$24.3M ﹤0.01%
994,728
-181,375
1732
$24.3M ﹤0.01%
13,476,007
+2,543,880
1733
$24.3M ﹤0.01%
606,431
-612,697
1734
$24.2M ﹤0.01%
480,359
-17,078
1735
$24.1M ﹤0.01%
1,316,457
-376,627
1736
$24.1M ﹤0.01%
469,351
-3,207
1737
$24.1M ﹤0.01%
695,417
+38,622
1738
$24M ﹤0.01%
394,873
-16,159
1739
$24M ﹤0.01%
596,792
+170,882
1740
$24M ﹤0.01%
896,597
+238,239
1741
$24M ﹤0.01%
1,081,347
+37,735
1742
$24M ﹤0.01%
421,676
+68,733
1743
$23.9M ﹤0.01%
+1,175,157
1744
$23.8M ﹤0.01%
486,247
-84,342
1745
$23.8M ﹤0.01%
547,793
+2,442
1746
$23.8M ﹤0.01%
1,401,126
-1,380,143
1747
$23.8M ﹤0.01%
1,084,754
+284,717
1748
$23.7M ﹤0.01%
164,144
-95,342
1749
$23.7M ﹤0.01%
1,465,169
-29,278
1750
$23.7M ﹤0.01%
518,426
-27,427
68 69
70
71 72