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
5176
$389K ﹤0.01%
75,600
+56,200
5177
$388K ﹤0.01%
27,249
-7,548
5178
$387K ﹤0.01%
28,689
-1,463
5179
$386K ﹤0.01%
3,268
-5,038
5180
$386K ﹤0.01%
+36,052
5181
$386K ﹤0.01%
7,066
-2,844
5182
$385K ﹤0.01%
244
-9
5183
$384K ﹤0.01%
28,517
-119,001
5184
$384K ﹤0.01%
20,667
-4,081
5185
$383K ﹤0.01%
9,946
+289
5186
$382K ﹤0.01%
26,117
-6,938
5187
$381K ﹤0.01%
5,283
+2,018
5188
$380K ﹤0.01%
8,888
+2,157
5189
$378K ﹤0.01%
25,344
-1,413
5190
$377K ﹤0.01%
15,043
-9,790
5191
$377K ﹤0.01%
25,860
+163
5192
$375K ﹤0.01%
40,594
+39,560
5193
$374K ﹤0.01%
26,016
-24,610
5194
$374K ﹤0.01%
53,802
-63,386
5195
$373K ﹤0.01%
14,523
-2,488
5196
$370K ﹤0.01%
25,449
-375
5197
$367K ﹤0.01%
32,550
-225
5198
$367K ﹤0.01%
+32,266
5199
$367K ﹤0.01%
+36,601
5200
$366K ﹤0.01%
427
-201
206 207
208
209 210