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
4726
$841K ﹤0.01%
133,014
4727
$840K ﹤0.01%
32,602
-26,736
4728
$840K ﹤0.01%
18,385
-9,398
4729
$837K ﹤0.01%
41,144
+20,525
4730
$837K ﹤0.01%
25,779
-26,996
4731
$834K ﹤0.01%
23,055
+1,887
4732
$831K ﹤0.01%
28,372
-100,624
4733
$831K ﹤0.01%
129,480
+15,280
4734
$831K ﹤0.01%
3,405
+1,559
4735
$828K ﹤0.01%
57,083
+12,821
4736
$825K ﹤0.01%
37,709
-19,133
4737
$825K ﹤0.01%
297,863
-13,058
4738
$825K ﹤0.01%
74,523
-11,119
4739
$824K ﹤0.01%
80,381
-5,568
4740
$822K ﹤0.01%
342,649
+167,489
4741
$819K ﹤0.01%
13,058
+1,725
4742
$819K ﹤0.01%
25,237
-225
4743
$819K ﹤0.01%
34,662
-56,934
4744
$817K ﹤0.01%
286,096
+142,157
4745
$817K ﹤0.01%
76,171
+36,220
4746
$817K ﹤0.01%
4,252
+822
4747
$817K ﹤0.01%
91,183
+42,862
4748
$816K ﹤0.01%
36,410
+11,487
4749
$816K ﹤0.01%
25,225
-33,075
4750
$814K ﹤0.01%
120,645
-1,032,530
188 189
190
191 192