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
1776
$22.9M ﹤0.01%
668,091
+618,601
1777
$22.9M ﹤0.01%
109,933
-168,196
1778
$22.9M ﹤0.01%
301,111
+89,042
1779
$22.9M ﹤0.01%
1,065,494
+837,205
1780
$22.9M ﹤0.01%
385,258
-74,649
1781
$22.8M ﹤0.01%
2,256,504
+302,485
1782
$22.8M ﹤0.01%
431,834
+37,192
1783
$22.8M ﹤0.01%
528,767
-469,738
1784
$22.7M ﹤0.01%
746,404
-1,477,464
1785
$22.7M ﹤0.01%
416,565
+289,734
1786
$22.6M ﹤0.01%
81,224
-997
1787
$22.6M ﹤0.01%
293,886
+797
1788
$22.6M ﹤0.01%
477,475
+20,489
1789
$22.6M ﹤0.01%
1,450,224
+37,890
1790
$22.6M ﹤0.01%
400,596
-11,876
1791
$22.5M ﹤0.01%
1,301,919
-344,859
1792
$22.5M ﹤0.01%
673,189
-406,345
1793
$22.5M ﹤0.01%
2,043,732
-78,436
1794
$22.5M ﹤0.01%
366,813
+11,191
1795
$22.5M ﹤0.01%
115,821
+6,170
1796
$22.5M ﹤0.01%
280,222
-13,876
1797
$22.4M ﹤0.01%
252,933
-1,142
1798
$22.4M ﹤0.01%
442,750
+399,098
1799
$22.4M ﹤0.01%
454,375
-193,641
1800
$22.3M ﹤0.01%
364,065
-988,364
70 71
72
73 74