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
4926
$612K ﹤0.01%
17,384
+9,401
4927
$611K ﹤0.01%
20,900
+17,200
4928
$609K ﹤0.01%
57,292
-85,404
4929
$607K ﹤0.01%
186,771
+153,621
4930
$606K ﹤0.01%
+60,911
4931
$605K ﹤0.01%
59,490
+50,594
4932
$604K ﹤0.01%
9,415
-13,710
4933
$603K ﹤0.01%
2,003
-3,465
4934
$603K ﹤0.01%
246,015
+121,389
4935
$602K ﹤0.01%
+150,192
4936
$601K ﹤0.01%
13,693
-7,101
4937
$599K ﹤0.01%
12,675
-34,959
4938
$599K ﹤0.01%
66,131
+4,086
4939
$594K ﹤0.01%
54,489
-80,830
4940
$594K ﹤0.01%
60,494
-54,773
4941
$589K ﹤0.01%
24,318
-5,773
4942
$589K ﹤0.01%
9,331
-1,658
4943
$588K ﹤0.01%
33,600
-17,794
4944
$588K ﹤0.01%
46,716
-12,487
4945
$587K ﹤0.01%
29,437
-9,789
4946
$586K ﹤0.01%
27,103
-11,250
4947
$583K ﹤0.01%
25,810
+6,874
4948
$581K ﹤0.01%
45,563
-9,561
4949
$580K ﹤0.01%
46,640
+43,102
4950
$580K ﹤0.01%
668
+109
196 197
198
199 200