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
4751
$814K ﹤0.01%
5,505
+5,260
4752
$814K ﹤0.01%
113,811
+6,175
4753
$812K ﹤0.01%
58,609
+12,158
4754
$810K ﹤0.01%
141,226
+12,017
4755
$800K ﹤0.01%
7,572
+923
4756
$799K ﹤0.01%
67,805
-31,093
4757
$799K ﹤0.01%
19,558
-2,749
4758
$799K ﹤0.01%
45,498
+2,651
4759
$798K ﹤0.01%
21,829
+694
4760
$798K ﹤0.01%
20,252
-6,501
4761
$796K ﹤0.01%
35,842
-13,360
4762
$795K ﹤0.01%
+13,706
4763
$794K ﹤0.01%
59,985
-34,491
4764
$794K ﹤0.01%
72,482
+39,311
4765
$793K ﹤0.01%
104,235
+49,065
4766
$793K ﹤0.01%
43,373
-37,523
4767
$793K ﹤0.01%
29,315
+1,087
4768
$791K ﹤0.01%
14,818
-16,060
4769
$790K ﹤0.01%
174,461
+2,963
4770
$787K ﹤0.01%
81,235
+80,972
4771
$787K ﹤0.01%
80,670
+79,577
4772
$784K ﹤0.01%
21,195
+12,087
4773
$784K ﹤0.01%
145,117
-35,022
4774
$784K ﹤0.01%
38,290
-3,348
4775
$783K ﹤0.01%
64,169
-11,970
189 190
191
192 193