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
5151
$406K ﹤0.01%
15,749
-4,087
5152
$405K ﹤0.01%
29,992
-2,800
5153
$405K ﹤0.01%
52,657
+22,970
5154
$404K ﹤0.01%
+14,095
5155
$404K ﹤0.01%
235,025
-10,078
5156
$404K ﹤0.01%
25,862
+3,620
5157
$402K ﹤0.01%
4,297
+730
5158
$402K ﹤0.01%
45,136
-20,084
5159
$402K ﹤0.01%
94,546
+94,491
5160
$399K ﹤0.01%
105,619
+95,018
5161
$398K ﹤0.01%
6,569
+626
5162
$397K ﹤0.01%
22,948
-765
5163
$397K ﹤0.01%
79,781
-93,678
5164
$396K ﹤0.01%
25,211
-4,876
5165
$396K ﹤0.01%
3,817
-488
5166
$396K ﹤0.01%
26,820
-8,757
5167
$394K ﹤0.01%
692
5168
$394K ﹤0.01%
1,078
+984
5169
$394K ﹤0.01%
24,568
+7,020
5170
$393K ﹤0.01%
4,640
+4,499
5171
$392K ﹤0.01%
21,353
+8
5172
$392K ﹤0.01%
114,648
-432,719
5173
$391K ﹤0.01%
13,067
-134,766
5174
$390K ﹤0.01%
12,957
-4,899
5175
$390K ﹤0.01%
2,340
-82
205 206
207
208 209