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
4701
$887K ﹤0.01%
637,882
-414,099
4702
$886K ﹤0.01%
23,910
+23,625
4703
$886K ﹤0.01%
9,504
+410
4704
$885K ﹤0.01%
18,703
-33,173
4705
$885K ﹤0.01%
36,743
-46,480
4706
$884K ﹤0.01%
514,783
+329,676
4707
$883K ﹤0.01%
50,521
-35,275
4708
$883K ﹤0.01%
+83,513
4709
$881K ﹤0.01%
85,658
-40,809
4710
$880K ﹤0.01%
4,444
-680
4711
$879K ﹤0.01%
116,353
-337,410
4712
$878K ﹤0.01%
24,074
+19,844
4713
$877K ﹤0.01%
33,231
+13,777
4714
$877K ﹤0.01%
52,804
-55,318
4715
$876K ﹤0.01%
30,190
+1,404
4716
$869K ﹤0.01%
26,187
-18,335
4717
$869K ﹤0.01%
275,002
-198,880
4718
$865K ﹤0.01%
19,298
-19,367
4719
$865K ﹤0.01%
42,336
-80,704
4720
$864K ﹤0.01%
27,081
-14,320
4721
$859K ﹤0.01%
77,528
4722
$858K ﹤0.01%
15,919
+5,729
4723
$857K ﹤0.01%
160,051
+46,647
4724
$852K ﹤0.01%
87,159
+85,159
4725
$845K ﹤0.01%
80,581
-7,947
187 188
189
190 191