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 Consumer Discretionary 8.9%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$15.9M ﹤0.01%
704,700
-8,775
2152
$15.9M ﹤0.01%
96,175
-86,335
2153
$15.8M ﹤0.01%
4,074,031
+1,853,277
2154
$15.8M ﹤0.01%
392,142
-193,794
2155
$15.8M ﹤0.01%
626,869
+54,330
2156
$15.8M ﹤0.01%
182,212
-8,181
2157
$15.7M ﹤0.01%
127,877
-10,785
2158
$15.7M ﹤0.01%
3,742,739
-976,285
2159
$15.7M ﹤0.01%
814,052
-23,983
2160
$15.7M ﹤0.01%
1,255,138
+1,254,058
2161
$15.7M ﹤0.01%
204,807
-77,616
2162
$15.7M ﹤0.01%
615,182
-4,019,202
2163
$15.7M ﹤0.01%
148,830
-40,934
2164
$15.7M ﹤0.01%
528,046
+61,527
2165
$15.6M ﹤0.01%
3,117,785
-337,395
2166
$15.6M ﹤0.01%
637,026
+173,225
2167
$15.6M ﹤0.01%
674,206
+15,732
2168
$15.6M ﹤0.01%
1,694,251
+221,450
2169
$15.6M ﹤0.01%
1,509,380
-302,280
2170
$15.6M ﹤0.01%
210,498
-84,168
2171
$15.6M ﹤0.01%
1,755,130
-222,256
2172
$15.6M ﹤0.01%
116,637
+37,755
2173
$15.6M ﹤0.01%
4,787,113
-51,413
2174
$15.5M ﹤0.01%
290,269
+9,217
2175
$15.5M ﹤0.01%
793,242
-727,248
85 86
87
88 89