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
4851
$695K ﹤0.01%
20,093
-4,003
4852
$694K ﹤0.01%
12,251
-5,843
4853
$693K ﹤0.01%
8,390
-16,346
4854
$692K ﹤0.01%
48,438
+15,380
4855
$692K ﹤0.01%
31,216
-7,397
4856
$691K ﹤0.01%
7,010
-71,888
4857
$688K ﹤0.01%
18,873
+1,835
4858
$687K ﹤0.01%
21,817
-8,588
4859
$687K ﹤0.01%
69,596
+57,944
4860
$686K ﹤0.01%
40,672
-31,311
4861
$685K ﹤0.01%
56,628
-16,532
4862
$685K ﹤0.01%
+68,524
4863
$681K ﹤0.01%
12,192
+5,486
4864
$678K ﹤0.01%
37,702
+9,217
4865
$677K ﹤0.01%
22,988
-10,063
4866
$677K ﹤0.01%
+66,748
4867
$675K ﹤0.01%
603
+270
4868
$673K ﹤0.01%
9,369
-48,397
4869
$673K ﹤0.01%
61,508
+33,915
4870
$673K ﹤0.01%
45,814
+9,011
4871
$670K ﹤0.01%
380,576
+174,852
4872
$668K ﹤0.01%
134,923
-8,204
4873
$665K ﹤0.01%
14,797
+13,507
4874
$665K ﹤0.01%
34,016
+16,264
4875
$663K ﹤0.01%
27,570
+3,633
193 194
195
196 197