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
5026
$508K ﹤0.01%
57,765
-978,580
5027
$508K ﹤0.01%
+50,000
5028
$507K ﹤0.01%
16,953
+15,079
5029
$504K ﹤0.01%
126,373
-20,897
5030
$504K ﹤0.01%
10,338
-38,242
5031
$503K ﹤0.01%
6,053
-9,864
5032
$502K ﹤0.01%
40,067
-12,590
5033
$501K ﹤0.01%
18,679
+1,212
5034
$501K ﹤0.01%
10,212
-17,600
5035
$499K ﹤0.01%
54
+7
5036
$499K ﹤0.01%
18,016
+4,292
5037
$499K ﹤0.01%
+50,000
5038
$498K ﹤0.01%
34,022
+2,674
5039
$496K ﹤0.01%
75,439
-1,129,617
5040
$493K ﹤0.01%
10,103
-523
5041
$493K ﹤0.01%
+1,032
5042
$493K ﹤0.01%
276,924
+219,507
5043
$492K ﹤0.01%
123,558
+74,957
5044
$491K ﹤0.01%
12,556
-7,723
5045
$490K ﹤0.01%
48,051
+45,122
5046
$489K ﹤0.01%
7,046
+6,905
5047
$489K ﹤0.01%
+49,123
5048
$488K ﹤0.01%
4,493
+4,371
5049
$487K ﹤0.01%
41,764
+11,335
5050
$487K ﹤0.01%
9,406
-38
200 201
202
203 204