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
4651
$964K ﹤0.01%
37,528
+15,000
4652
$959K ﹤0.01%
11,287
+7,177
4653
$957K ﹤0.01%
51,950
+33,219
4654
$951K ﹤0.01%
36,022
-6,909
4655
$948K ﹤0.01%
163,260
-23,233
4656
$948K ﹤0.01%
81,380
+11,515
4657
$945K ﹤0.01%
46,290
+1,058
4658
$945K ﹤0.01%
11,763
+5,871
4659
$944K ﹤0.01%
64,966
+18,278
4660
$943K ﹤0.01%
280,480
+18,201
4661
$942K ﹤0.01%
72,383
+1,259
4662
$940K ﹤0.01%
+34,553
4663
$939K ﹤0.01%
42,374
+1,925
4664
$939K ﹤0.01%
5,888
-13,920
4665
$938K ﹤0.01%
17,027
+1,523
4666
$937K ﹤0.01%
69,412
+40,317
4667
$931K ﹤0.01%
11,401
+483
4668
$929K ﹤0.01%
+57,497
4669
$929K ﹤0.01%
60,608
-7,719
4670
$928K ﹤0.01%
40,458
-33,098
4671
$924K ﹤0.01%
52,448
-125,800
4672
$924K ﹤0.01%
61,877
-47,501
4673
$920K ﹤0.01%
50,702
+22,785
4674
$919K ﹤0.01%
+14,171
4675
$918K ﹤0.01%
37,399
+2,777
185 186
187
188 189