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
4826
$721K ﹤0.01%
24,224
-25,374
4827
$721K ﹤0.01%
2,141
-651
4828
$720K ﹤0.01%
40,244
-1,796
4829
$716K ﹤0.01%
356,322
+75,050
4830
$714K ﹤0.01%
+2,019
4831
$713K ﹤0.01%
860
-2,836
4832
$713K ﹤0.01%
21,048
-105,165
4833
$712K ﹤0.01%
59,406
+7,667
4834
$711K ﹤0.01%
28
-4
4835
$711K ﹤0.01%
2,855
-3,179
4836
$711K ﹤0.01%
241,408
-363,825
4837
$707K ﹤0.01%
20,865
-4,212
4838
$707K ﹤0.01%
35,228
+29,061
4839
$706K ﹤0.01%
49,042
-6,919
4840
$705K ﹤0.01%
59,300
+11,514
4841
$705K ﹤0.01%
16,014
-3,144
4842
$703K ﹤0.01%
13,322
-102,860
4843
$702K ﹤0.01%
61,418
-1,921
4844
$701K ﹤0.01%
23,956
+9,848
4845
$701K ﹤0.01%
86,624
-12,819
4846
$700K ﹤0.01%
66,861
-41,687
4847
$699K ﹤0.01%
29,565
-2,731
4848
$697K ﹤0.01%
95,994
-6,420
4849
$697K ﹤0.01%
65,826
-2,435
4850
$696K ﹤0.01%
222,256
+181,790
192 193
194
195 196