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
1751
$23.6M ﹤0.01%
962,956
+42,794
1752
$23.6M ﹤0.01%
518,249
+62,945
1753
$23.6M ﹤0.01%
149,715
-9,101
1754
$23.5M ﹤0.01%
663,544
-18,545
1755
$23.5M ﹤0.01%
430,182
+6,668
1756
$23.5M ﹤0.01%
206,476
-20,982
1757
$23.5M ﹤0.01%
845,499
+260,232
1758
$23.4M ﹤0.01%
847,156
-79,680
1759
$23.4M ﹤0.01%
3,358,565
+1,787,537
1760
$23.4M ﹤0.01%
329,249
+32,578
1761
$23.4M ﹤0.01%
393,709
-61,824
1762
$23.3M ﹤0.01%
392,104
-646,334
1763
$23.2M ﹤0.01%
165,799
+11,739
1764
$23.2M ﹤0.01%
966,869
+347,395
1765
$23.2M ﹤0.01%
223,664
-50,032
1766
$23.2M ﹤0.01%
900,498
-22,496
1767
$23.2M ﹤0.01%
99,905
+81,309
1768
$23.1M ﹤0.01%
967,722
+648,167
1769
$23.1M ﹤0.01%
1,486,158
+202,312
1770
$23.1M ﹤0.01%
2,379,022
-44,046
1771
$23M ﹤0.01%
826,169
+807,499
1772
$23M ﹤0.01%
3,972,491
-675,876
1773
$23M ﹤0.01%
282,660
+25,086
1774
$23M ﹤0.01%
774,012
+44,774
1775
$22.9M ﹤0.01%
888,752
-1,027,478