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
2276
$14.2M ﹤0.01%
111,271
+28,158
2277
$14.1M ﹤0.01%
272,430
-73,995
2278
$14.1M ﹤0.01%
540,121
-38,843
2279
$14.1M ﹤0.01%
604,127
+18,448
2280
$14.1M ﹤0.01%
110,724
-413,244
2281
$14.1M ﹤0.01%
426,296
-86,516
2282
$14M ﹤0.01%
1,632,942
+446,332
2283
$14M ﹤0.01%
322,511
-53,064
2284
$14M ﹤0.01%
146,825
-63,316
2285
$14M ﹤0.01%
669,076
+79,623
2286
$14M ﹤0.01%
977,332
+919,091
2287
$14M ﹤0.01%
979,306
+55,515
2288
$13.9M ﹤0.01%
793,462
+47,870
2289
$13.9M ﹤0.01%
719,888
+70,885
2290
$13.9M ﹤0.01%
848,325
+239,613
2291
$13.9M ﹤0.01%
267,528
+51,770
2292
$13.9M ﹤0.01%
120,678
-38,484
2293
$13.9M ﹤0.01%
332,379
+57,203
2294
$13.8M ﹤0.01%
807,087
+776,353
2295
$13.8M ﹤0.01%
426,293
-56,262
2296
$13.8M ﹤0.01%
155,274
-18,388
2297
$13.8M ﹤0.01%
269,157
+43,628
2298
$13.8M ﹤0.01%
936,569
+381,141
2299
$13.8M ﹤0.01%
357,293
-56,909
2300
$13.8M ﹤0.01%
609,243
-19,076
90 91
92
93 94