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
5051
$487K ﹤0.01%
54,397
+3,599
5052
$487K ﹤0.01%
15,164
-408
5053
$486K ﹤0.01%
24,550
+4,897
5054
$484K ﹤0.01%
19,884
+105
5055
$484K ﹤0.01%
21,236
-654,988
5056
$483K ﹤0.01%
1,821
+1,025
5057
$483K ﹤0.01%
12,000
5058
$483K ﹤0.01%
14,232
-1,794
5059
$480K ﹤0.01%
7,807
+4,652
5060
$479K ﹤0.01%
56,656
+42,802
5061
$478K ﹤0.01%
16,902
-46,338
5062
$477K ﹤0.01%
23,444
-27,448
5063
$476K ﹤0.01%
30,023
+24,453
5064
$474K ﹤0.01%
29,091
-11,728
5065
$474K ﹤0.01%
21,475
+2,507
5066
$474K ﹤0.01%
49,239
-6,050
5067
$473K ﹤0.01%
26,807
-6,606
5068
$470K ﹤0.01%
110,300
-115,000
5069
$469K ﹤0.01%
16,822
+1,095
5070
$469K ﹤0.01%
+46,205
5071
$468K ﹤0.01%
+1,573
5072
$468K ﹤0.01%
28,589
-3,506
5073
$466K ﹤0.01%
22,961
-8,377
5074
$466K ﹤0.01%
+47,064
5075
$465K ﹤0.01%
8,631
-19,504
201 202
203
204 205