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
1901
$20.1M ﹤0.01%
391,485
+150,417
1902
$20.1M ﹤0.01%
889,847
-76,587
1903
$20.1M ﹤0.01%
65,597
-14,333
1904
$20M ﹤0.01%
1,163,616
+67,959
1905
$20M ﹤0.01%
2,943,042
-878,822
1906
$20M ﹤0.01%
105,349
-227,768
1907
$20M ﹤0.01%
337,801
+3,998
1908
$20M ﹤0.01%
431,159
-49,065
1909
$20M ﹤0.01%
931,875
+35,749
1910
$19.9M ﹤0.01%
1,501,369
-29,152
1911
$19.9M ﹤0.01%
115,177
-20,402
1912
$19.9M ﹤0.01%
757,352
-186,467
1913
$19.9M ﹤0.01%
84,929
-46,347
1914
$19.8M ﹤0.01%
1,647,202
+128,572
1915
$19.8M ﹤0.01%
158,254
-24,622
1916
$19.8M ﹤0.01%
2,570,420
-616,660
1917
$19.8M ﹤0.01%
1,084,237
-160,275
1918
$19.8M ﹤0.01%
282,195
+51,345
1919
$19.7M ﹤0.01%
289,999
+19,625
1920
$19.7M ﹤0.01%
185,058
-42,160
1921
$19.7M ﹤0.01%
869,284
-529,757
1922
$19.7M ﹤0.01%
520,018
+363,001
1923
$19.6M ﹤0.01%
258,498
-37,244
1924
$19.6M ﹤0.01%
1,323,198
-764,716
1925
$19.6M ﹤0.01%
230,601
-136,599
75 76
77
78 79