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
2126
$16.3M ﹤0.01%
117,684
+33,329
2127
$16.3M ﹤0.01%
175,575
-37,570
2128
$16.3M ﹤0.01%
88,342
+29,878
2129
$16.3M ﹤0.01%
28,563
-16,281
2130
$16.3M ﹤0.01%
596,528
+437,241
2131
$16.2M ﹤0.01%
599,813
+279,895
2132
$16.2M ﹤0.01%
692,016
-1,323
2133
$16.2M ﹤0.01%
391,820
+22,787
2134
$16.2M ﹤0.01%
300,576
+17,815
2135
$16.2M ﹤0.01%
265,490
-65,630
2136
$16.2M ﹤0.01%
904,479
-969,067
2137
$16.1M ﹤0.01%
636,960
+636,233
2138
$16.1M ﹤0.01%
365,224
+180,506
2139
$16.1M ﹤0.01%
244,170
+109,211
2140
$16.1M ﹤0.01%
186,886
+55,823
2141
$16.1M ﹤0.01%
134,055
+5,459
2142
$16.1M ﹤0.01%
610,417
-231,756
2143
$16M ﹤0.01%
69,586
-43,568
2144
$16M ﹤0.01%
196,942
+113,278
2145
$16M ﹤0.01%
906,255
-178,662
2146
$16M ﹤0.01%
1,241,108
-231,628
2147
$16M ﹤0.01%
414,840
+292,471
2148
$16M ﹤0.01%
205,566
-8,680
2149
$15.9M ﹤0.01%
379,520
-76,630
2150
$15.9M ﹤0.01%
182,930
+114,304