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
2401
$12.6M ﹤0.01%
464,917
-69,870
2402
$12.6M ﹤0.01%
158,906
-10,291
2403
$12.5M ﹤0.01%
163,450
-537,762
2404
$12.5M ﹤0.01%
147,939
-101,964
2405
$12.5M ﹤0.01%
1,108,659
+1,090,920
2406
$12.5M ﹤0.01%
281,554
+153,229
2407
$12.5M ﹤0.01%
496,209
+14,705
2408
$12.5M ﹤0.01%
1,137,037
+1,007,821
2409
$12.5M ﹤0.01%
221,820
+55,306
2410
$12.4M ﹤0.01%
440,600
-94,710
2411
$12.4M ﹤0.01%
360,715
+27,140
2412
$12.4M ﹤0.01%
1,336,984
+450,493
2413
$12.4M ﹤0.01%
682,875
-749,275
2414
$12.4M ﹤0.01%
1,032,321
+104,395
2415
$12.4M ﹤0.01%
177,478
-107,129
2416
$12.4M ﹤0.01%
460,830
+125,930
2417
$12.4M ﹤0.01%
184,074
-10,628
2418
$12.3M ﹤0.01%
107,538
+81,585
2419
$12.3M ﹤0.01%
327,480
+88,018
2420
$12.3M ﹤0.01%
821,999
-164,383
2421
$12.3M ﹤0.01%
792,120
-1,615,124
2422
$12.2M ﹤0.01%
329,336
-227,367
2423
$12.2M ﹤0.01%
397,330
-20,832
2424
$12.2M ﹤0.01%
779,362
-7,842
2425
$12.2M ﹤0.01%
244,110
-16,900
95 96
97
98 99