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
2201
$15.2M ﹤0.01%
158,848
-150,880
2202
$15.2M ﹤0.01%
118,562
+1,993
2203
$15.2M ﹤0.01%
354,330
-1,014,288
2204
$15.1M ﹤0.01%
101,541
+73,282
2205
$15.1M ﹤0.01%
699,955
+146,953
2206
$15.1M ﹤0.01%
1,090,021
+296,987
2207
$15.1M ﹤0.01%
441,043
+13,258
2208
$15.1M ﹤0.01%
246,370
-39,870
2209
$15.1M ﹤0.01%
2,868,214
+165,199
2210
$15.1M ﹤0.01%
192,050
+10,015
2211
$15M ﹤0.01%
3,785,699
-6,506,230
2212
$15M ﹤0.01%
882,496
-350,158
2213
$14.9M ﹤0.01%
919,668
+116,643
2214
$14.9M ﹤0.01%
444,310
-72,307
2215
$14.9M ﹤0.01%
856,139
+55,913
2216
$14.9M ﹤0.01%
325,255
-238,487
2217
$14.9M ﹤0.01%
325,728
-25,089
2218
$14.9M ﹤0.01%
730,989
-908,850
2219
$14.9M ﹤0.01%
599,297
+599,042
2220
$14.9M ﹤0.01%
186,373
-24,693
2221
$14.9M ﹤0.01%
645,173
-345,171
2222
$14.9M ﹤0.01%
266,652
-53,100
2223
$14.9M ﹤0.01%
438,061
-42,282
2224
$14.8M ﹤0.01%
321,745
+1,025
2225
$14.8M ﹤0.01%
344,372
+21,077
87 88
89
90 91