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
4876
$662K ﹤0.01%
13,173
-12,962
4877
$660K ﹤0.01%
12,104
+6,015
4878
$660K ﹤0.01%
6,973
-44,065
4879
$659K ﹤0.01%
14,707
+13,660
4880
$658K ﹤0.01%
9,479
-52,620
4881
$657K ﹤0.01%
38,463
+21,732
4882
$657K ﹤0.01%
26,373
-33,697
4883
$655K ﹤0.01%
11,626
+3,408
4884
$654K ﹤0.01%
12,724
+2,023
4885
$654K ﹤0.01%
20,539
-35,761
4886
$654K ﹤0.01%
45,126
-49,568
4887
$653K ﹤0.01%
26,765
+16,017
4888
$652K ﹤0.01%
53,181
-437,368
4889
$652K ﹤0.01%
+33,066
4890
$651K ﹤0.01%
20,597
-126,569
4891
$651K ﹤0.01%
58,161
+37,142
4892
$651K ﹤0.01%
2,424
+145
4893
$650K ﹤0.01%
24,469
+11,940
4894
$649K ﹤0.01%
53,687
+35,815
4895
$649K ﹤0.01%
55,726
-18,400
4896
$648K ﹤0.01%
+15,207
4897
$648K ﹤0.01%
64,017
-29,145
4898
$648K ﹤0.01%
196,388
+196,009
4899
$647K ﹤0.01%
43,116
-69,875
4900
$645K ﹤0.01%
45,618
+1,119
194 195
196
197 198