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
2426
$12.2M ﹤0.01%
1,278,931
+235,839
2427
$12.2M ﹤0.01%
1,012,909
+261,284
2428
$12.2M ﹤0.01%
806,865
-3,547
2429
$12.2M ﹤0.01%
197,112
-42,989
2430
$12.1M ﹤0.01%
949,816
-36,789
2431
$12.1M ﹤0.01%
269,230
-11,714
2432
$12.1M ﹤0.01%
1,818,908
+196,373
2433
$12.1M ﹤0.01%
864,004
-55,534
2434
$12.1M ﹤0.01%
277,992
+22,926
2435
$12.1M ﹤0.01%
534,783
-231,276
2436
$12.1M ﹤0.01%
30,978
-13,012
2437
$12.1M ﹤0.01%
205,189
+14,838
2438
$12.1M ﹤0.01%
232,605
+87,220
2439
$12.1M ﹤0.01%
424,260
+73,324
2440
$12.1M ﹤0.01%
301,369
-60,306
2441
$12.1M ﹤0.01%
752,651
+675,882
2442
$12.1M ﹤0.01%
272,704
-112,620
2443
$12.1M ﹤0.01%
125,537
+6,186
2444
$12M ﹤0.01%
196,353
-100,476
2445
$12M ﹤0.01%
129,756
-41,483
2446
$12M ﹤0.01%
260,569
-8,893
2447
$12M ﹤0.01%
366,123
-170,119
2448
$12M ﹤0.01%
758,523
+76,224
2449
$12M ﹤0.01%
1,258,990
-511
2450
$12M ﹤0.01%
619,090
+159,432
96 97
98
99 100