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
2076
$17M ﹤0.01%
114,931
-170,430
2077
$17M ﹤0.01%
3,916,373
-120,432
2078
$17M ﹤0.01%
119,321
-51,313
2079
$17M ﹤0.01%
295,116
+16,612
2080
$17M ﹤0.01%
490,608
+361,849
2081
$16.9M ﹤0.01%
247,702
-60,739
2082
$16.9M ﹤0.01%
432,100
-447,112
2083
$16.9M ﹤0.01%
413,500
+51,564
2084
$16.9M ﹤0.01%
105,255
-29,715
2085
$16.9M ﹤0.01%
152,019
+13,358
2086
$16.8M ﹤0.01%
1,234,588
+1,082,620
2087
$16.8M ﹤0.01%
112,509
-63,952
2088
$16.8M ﹤0.01%
580,121
-219,551
2089
$16.8M ﹤0.01%
351,454
-3,275
2090
$16.8M ﹤0.01%
1,240,640
+39,506
2091
$16.8M ﹤0.01%
608,076
+90,000
2092
$16.7M ﹤0.01%
544,403
+282,028
2093
$16.7M ﹤0.01%
126,172
-196,250
2094
$16.7M ﹤0.01%
648,467
-29,056
2095
$16.7M ﹤0.01%
208,195
+152,117
2096
$16.7M ﹤0.01%
923,510
-352,340
2097
$16.6M ﹤0.01%
305,265
+127,835
2098
$16.6M ﹤0.01%
157,273
+8,835
2099
$16.6M ﹤0.01%
1,430,224
-397,283
2100
$16.6M ﹤0.01%
572,967
+106,253