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
4901
$642K ﹤0.01%
25,168
+5,468
4902
$642K ﹤0.01%
+65,306
4903
$641K ﹤0.01%
14,797
-11,343
4904
$640K ﹤0.01%
90,763
-4,149
4905
$638K ﹤0.01%
24,962
+6,491
4906
$637K ﹤0.01%
47,806
+2,003
4907
$636K ﹤0.01%
1,031
+129
4908
$636K ﹤0.01%
347,595
+288,610
4909
$635K ﹤0.01%
28,863
+21,430
4910
$634K ﹤0.01%
4,806
-105,094
4911
$634K ﹤0.01%
69,795
-14,145
4912
$634K ﹤0.01%
+61,150
4913
$631K ﹤0.01%
39,786
-117,527
4914
$630K ﹤0.01%
82,807
-75,418
4915
$628K ﹤0.01%
22,408
-35,326
4916
$627K ﹤0.01%
60,313
-416
4917
$624K ﹤0.01%
28,008
-100
4918
$624K ﹤0.01%
15,672
+9,889
4919
$620K ﹤0.01%
554,219
+481,007
4920
$619K ﹤0.01%
6,689
+6,670
4921
$618K ﹤0.01%
157,860
-1,331,570
4922
$616K ﹤0.01%
195,701
+5,790
4923
$615K ﹤0.01%
108,343
+22,603
4924
$614K ﹤0.01%
84,676
-4,364
4925
$613K ﹤0.01%
63,794
-4,677
195 196
197
198 199