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
5201
$366K ﹤0.01%
21,823
+5,166
5202
$365K ﹤0.01%
25,353
+1,982
5203
$365K ﹤0.01%
36,650
+36,558
5204
$364K ﹤0.01%
75,088
+74,988
5205
$363K ﹤0.01%
38,851
-2,133
5206
$363K ﹤0.01%
36,160
+390
5207
$362K ﹤0.01%
6,533
5208
$362K ﹤0.01%
12,070
+7
5209
$361K ﹤0.01%
33,912
-5,659
5210
$361K ﹤0.01%
6,547
+5,980
5211
$361K ﹤0.01%
23,782
-15
5212
$361K ﹤0.01%
54,289
+16,748
5213
– –
0
5214
$359K ﹤0.01%
22,417
-4,395
5215
$359K ﹤0.01%
24,183
-8,839
5216
$359K ﹤0.01%
14,275
-106,757
5217
$358K ﹤0.01%
33,621
-543
5218
$357K ﹤0.01%
53,305
-51,319
5219
$357K ﹤0.01%
36,751
-462,361
5220
$357K ﹤0.01%
26,319
-7,766
5221
$357K ﹤0.01%
24,344
+22,982
5222
$356K ﹤0.01%
10,104
-6,942
5223
$356K ﹤0.01%
25,122
+357
5224
$356K ﹤0.01%
18,149
+10,683
5225
$355K ﹤0.01%
33,157
-133,383
207 208
209
210 211