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
2226
$14.8M ﹤0.01%
302,995
+115,111
2227
$14.8M ﹤0.01%
478,643
-251,234
2228
$14.7M ﹤0.01%
549,480
+145,894
2229
$14.7M ﹤0.01%
341,873
-12,698
2230
$14.7M ﹤0.01%
410,751
-433,112
2231
$14.7M ﹤0.01%
+546,278
2232
$14.7M ﹤0.01%
133,580
-791,664
2233
$14.7M ﹤0.01%
261,877
+26,394
2234
$14.7M ﹤0.01%
427,958
+29,417
2235
$14.7M ﹤0.01%
107,291
+51,953
2236
$14.6M ﹤0.01%
1,413,135
+55,957
2237
$14.6M ﹤0.01%
130,610
+2,313
2238
$14.6M ﹤0.01%
219,259
-41,373
2239
$14.6M ﹤0.01%
426,038
-505,826
2240
$14.6M ﹤0.01%
999,140
+207,069
2241
$14.6M ﹤0.01%
2,255,316
+405,132
2242
$14.6M ﹤0.01%
266,026
+76,792
2243
$14.6M ﹤0.01%
289,419
+26,914
2244
$14.6M ﹤0.01%
1,295,132
-2,839,702
2245
$14.6M ﹤0.01%
321,247
+232,971
2246
$14.6M ﹤0.01%
1,511,982
-89,301
2247
$14.6M ﹤0.01%
1,186,734
+272,895
2248
$14.5M ﹤0.01%
296,032
+82,622
2249
$14.5M ﹤0.01%
544,913
-5,859,205
2250
$14.5M ﹤0.01%
1,529,645
+43,154
88 89
90
91 92