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
5126
$420K ﹤0.01%
7,074
-662
5127
$419K ﹤0.01%
22,298
-21,440
5128
$418K ﹤0.01%
197,733
+197,706
5129
$417K ﹤0.01%
+21,077
5130
$417K ﹤0.01%
68,508
-5,698
5131
$417K ﹤0.01%
78,021
+73,349
5132
$416K ﹤0.01%
780
+595
5133
$416K ﹤0.01%
33,801
-84,190
5134
$416K ﹤0.01%
21,785
-24,429
5135
$416K ﹤0.01%
47,180
-20,512
5136
$415K ﹤0.01%
8,270
-5,603
5137
$415K ﹤0.01%
28,686
+2,172
5138
$414K ﹤0.01%
39,354
-25,446
5139
$413K ﹤0.01%
2,245
+523
5140
$413K ﹤0.01%
9,035
+8,929
5141
$413K ﹤0.01%
41,328
+41,299
5142
$412K ﹤0.01%
21,468
-253,142
5143
$412K ﹤0.01%
43,020
-21,405
5144
$412K ﹤0.01%
32,470
-22,190
5145
$412K ﹤0.01%
15,159
-55,867
5146
$408K ﹤0.01%
91,387
-1,609
5147
$408K ﹤0.01%
+11,367
5148
$407K ﹤0.01%
3,680
+994
5149
$407K ﹤0.01%
46,507
-469
5150
$406K ﹤0.01%
4,543
+3,873
204 205
206
207 208