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
2351
$13.2M ﹤0.01%
147,936
+29,378
2352
$13.2M ﹤0.01%
270,233
+52,016
2353
$13.1M ﹤0.01%
918,805
+298,754
2354
$13.1M ﹤0.01%
260,746
+74,948
2355
$13.1M ﹤0.01%
120,432
-38,023
2356
$13.1M ﹤0.01%
174,721
+71,152
2357
$13.1M ﹤0.01%
79,545
-15,499
2358
$13M ﹤0.01%
402
+2
2359
$13M ﹤0.01%
932,909
-4,353
2360
$13M ﹤0.01%
37,442
-21,603
2361
$13M ﹤0.01%
1,446,307
-780,566
2362
$13M ﹤0.01%
53,188
+10,824
2363
$13M ﹤0.01%
159,000
+91,757
2364
$13M ﹤0.01%
415,746
+36,978
2365
$13M ﹤0.01%
193,230
+133,485
2366
$13M ﹤0.01%
256,788
+36,466
2367
$13M ﹤0.01%
575,419
+49,007
2368
$13M ﹤0.01%
385,196
+308,563
2369
$12.9M ﹤0.01%
403,262
+21,183
2370
$12.9M ﹤0.01%
24,212
+13,970
2371
$12.9M ﹤0.01%
521,941
+503,193
2372
$12.9M ﹤0.01%
449,518
+282,358
2373
$12.9M ﹤0.01%
314,194
-53,701
2374
$12.9M ﹤0.01%
291,961
+24,617
2375
$12.9M ﹤0.01%
514,257
+164,171
93 94
95
96 97