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
5001
$531K ﹤0.01%
20,263
-15,253
5002
$531K ﹤0.01%
55,074
-2,500
5003
$531K ﹤0.01%
67,865
+59,148
5004
$530K ﹤0.01%
87,615
-85,592
5005
$528K ﹤0.01%
30,102
-115,351
5006
$528K ﹤0.01%
50,550
+50,458
5007
$527K ﹤0.01%
116,176
+40,484
5008
$526K ﹤0.01%
7,045
-4,407
5009
$525K ﹤0.01%
72,920
-28,639
5010
$525K ﹤0.01%
36,812
-1,657
5011
$523K ﹤0.01%
62,813
+1,161
5012
$522K ﹤0.01%
94,830
-61,842
5013
$518K ﹤0.01%
19,058
-421
5014
$518K ﹤0.01%
49,230
-28,654
5015
$517K ﹤0.01%
4,177
-107
5016
$516K ﹤0.01%
101,739
+50,575
5017
$515K ﹤0.01%
616
-572
5018
$514K ﹤0.01%
30,276
-47,458
5019
$514K ﹤0.01%
23,097
-24,617
5020
$514K ﹤0.01%
86,927
+52,046
5021
$514K ﹤0.01%
5,281
+5,178
5022
$510K ﹤0.01%
10,779
-1,286
5023
$509K ﹤0.01%
21,472
-15,001
5024
$509K ﹤0.01%
10,361
-1,978
5025
$509K ﹤0.01%
34,627
-626,361
199 200
201
202 203