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
4976
$560K ﹤0.01%
1,182
+46
4977
$559K ﹤0.01%
54,243
-13,003
4978
$559K ﹤0.01%
375
+362
4979
$555K ﹤0.01%
26,075
-103,848
4980
$555K ﹤0.01%
24,054
-11,794
4981
$554K ﹤0.01%
3,658
+2,169
4982
$549K ﹤0.01%
265,689
+30,306
4983
$549K ﹤0.01%
262,495
+209,117
4984
$548K ﹤0.01%
8,720
+513
4985
$548K ﹤0.01%
27,289
-41,029
4986
$547K ﹤0.01%
76,466
-61,357
4987
$546K ﹤0.01%
18,617
-6,262
4988
$546K ﹤0.01%
39,878
+38,878
4989
$543K ﹤0.01%
18,980
+271
4990
$543K ﹤0.01%
3,497
+1,239
4991
$543K ﹤0.01%
39,186
-801
4992
$540K ﹤0.01%
7,181
+327
4993
$539K ﹤0.01%
37,493
-12,209
4994
$538K ﹤0.01%
162,550
+4,607
4995
$536K ﹤0.01%
105,167
-795
4996
$535K ﹤0.01%
21,227
-48,957
4997
$535K ﹤0.01%
2,676
+1,783
4998
$534K ﹤0.01%
23,532
-7,760
4999
$533K ﹤0.01%
16,005
-58,835
5000
$533K ﹤0.01%
16,000
+10,000
198 199
200
201 202