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
2326
$13.5M ﹤0.01%
889,523
-190,545
2327
$13.5M ﹤0.01%
281,983
-35,206
2328
$13.4M ﹤0.01%
189,278
-51,059
2329
$13.4M ﹤0.01%
763,106
+16,255
2330
$13.4M ﹤0.01%
1,033,518
-69,547
2331
$13.4M ﹤0.01%
323,370
+11,316
2332
$13.4M ﹤0.01%
211,893
+13,060
2333
$13.4M ﹤0.01%
274,119
+7,033
2334
$13.4M ﹤0.01%
300,072
+103,452
2335
$13.4M ﹤0.01%
197,769
+66,952
2336
$13.4M ﹤0.01%
527,959
+182,804
2337
$13.4M ﹤0.01%
54,775
+8,798
2338
$13.3M ﹤0.01%
215,138
+10,906
2339
$13.3M ﹤0.01%
67,140
-9,333
2340
$13.3M ﹤0.01%
247,646
-24,698
2341
$13.3M ﹤0.01%
1,711,689
+1,049,242
2342
$13.3M ﹤0.01%
135,145
+121,477
2343
$13.3M ﹤0.01%
286,994
+57,013
2344
$13.2M ﹤0.01%
6,492,775
+3,972,785
2345
$13.2M ﹤0.01%
3,985,928
+894,525
2346
$13.2M ﹤0.01%
140,940
-112,449
2347
$13.2M ﹤0.01%
220,750
+22,609
2348
$13.2M ﹤0.01%
92,130
-48,076
2349
$13.2M ﹤0.01%
1,399,508
+1,090,080
2350
$13.2M ﹤0.01%
558,291
+452,739
92 93
94
95 96