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
1801
$22.3M ﹤0.01%
189,865
-67,474
1802
$22.3M ﹤0.01%
414,591
+73,794
1803
$22.2M ﹤0.01%
279,361
+8,047
1804
$22.2M ﹤0.01%
255,210
-11,038
1805
$22.2M ﹤0.01%
685,652
+76,468
1806
$22.2M ﹤0.01%
834,247
-2,026
1807
$22.2M ﹤0.01%
1,472,323
+32,195
1808
$22.2M ﹤0.01%
1,969,531
-273,758
1809
$22.1M ﹤0.01%
1,038,285
+226,321
1810
$22.1M ﹤0.01%
2,368,261
-1,289,132
1811
$22.1M ﹤0.01%
736,470
-12,236
1812
$22.1M ﹤0.01%
1,106,594
+30,335
1813
$22.1M ﹤0.01%
573,361
+378,525
1814
$22M ﹤0.01%
2,628,843
-52,482
1815
$22M ﹤0.01%
2,207,651
+2,181,380
1816
$21.9M ﹤0.01%
2,805,372
+352,149
1817
$21.9M ﹤0.01%
856,610
+801,509
1818
$21.8M ﹤0.01%
488,853
+94,394
1819
$21.8M ﹤0.01%
597,938
-81,714
1820
$21.7M ﹤0.01%
706,583
+29,253
1821
$21.7M ﹤0.01%
1,075,254
+189,039
1822
$21.7M ﹤0.01%
717,492
+310,699
1823
$21.7M ﹤0.01%
898,438
-1,351,488
1824
$21.7M ﹤0.01%
216,166
+16,252
1825
$21.6M ﹤0.01%
34,558
-2,040
71 72
73
74 75