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
4676
$918K ﹤0.01%
45,277
-11,468
4677
$918K ﹤0.01%
19,569
+2,517
4678
$918K ﹤0.01%
8,237
-570
4679
$917K ﹤0.01%
184,682
-108,405
4680
$917K ﹤0.01%
93,263
+77,617
4681
$915K ﹤0.01%
11,099
-834
4682
$914K ﹤0.01%
49,158
-655
4683
$913K ﹤0.01%
261,850
+112,727
4684
$909K ﹤0.01%
22,707
+13,292
4685
$907K ﹤0.01%
19,263
-19,688
4686
$907K ﹤0.01%
16,612
-14,668
4687
$906K ﹤0.01%
5,808
-1,604
4688
$906K ﹤0.01%
161,724
-339,215
4689
$904K ﹤0.01%
62,791
+4,581
4690
$902K ﹤0.01%
83,083
-155,064
4691
$902K ﹤0.01%
56,092
-167,549
4692
$901K ﹤0.01%
11,706
+665
4693
$901K ﹤0.01%
10,035
-2,090
4694
$898K ﹤0.01%
25,900
+447
4695
$896K ﹤0.01%
35,290
+6,360
4696
$896K ﹤0.01%
128,051
+16,676
4697
$895K ﹤0.01%
35,934
+17,905
4698
$894K ﹤0.01%
18,796
-13,696
4699
$894K ﹤0.01%
11,539
-7,931
4700
$893K ﹤0.01%
26,631
+4,674
186 187
188
189 190