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
2301
$13.8M ﹤0.01%
197,224
-169,739
2302
$13.8M ﹤0.01%
1,321,431
+252,951
2303
$13.8M ﹤0.01%
211,322
-27,515
2304
$13.8M ﹤0.01%
243,352
-7,570
2305
$13.7M ﹤0.01%
364,689
+1,728
2306
$13.7M ﹤0.01%
334,465
+300,469
2307
$13.7M ﹤0.01%
262,932
-41,558
2308
$13.7M ﹤0.01%
884,553
+35,286
2309
$13.7M ﹤0.01%
266,866
-7,222
2310
$13.7M ﹤0.01%
77,915
+13,832
2311
$13.7M ﹤0.01%
859,179
-42,934
2312
$13.7M ﹤0.01%
234,450
-70,515
2313
$13.7M ﹤0.01%
301,819
+1,081
2314
$13.6M ﹤0.01%
723,299
+537,305
2315
$13.6M ﹤0.01%
350,740
+333,257
2316
$13.6M ﹤0.01%
1,847,851
+265,610
2317
$13.6M ﹤0.01%
849,566
+41,957
2318
$13.6M ﹤0.01%
1,445,286
-61,266
2319
$13.6M ﹤0.01%
332,398
+70,226
2320
$13.6M ﹤0.01%
192,669
+7,165
2321
$13.5M ﹤0.01%
119,225
+1,700
2322
$13.5M ﹤0.01%
38,895
-2,388
2323
$13.5M ﹤0.01%
1,716,462
+1,196,712
2324
$13.5M ﹤0.01%
234,020
+64,393
2325
$13.5M ﹤0.01%
913,955
+171,216
91 92
93
94 95