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
5226
$354K ﹤0.01%
27,600
+6,105
5227
$354K ﹤0.01%
7,776
+134
5228
$351K ﹤0.01%
10,342
+513
5229
$349K ﹤0.01%
27,491
+1,425
5230
$348K ﹤0.01%
10,261
-5,138
5231
$348K ﹤0.01%
17,035
+2,040
5232
$347K ﹤0.01%
5,363
+575
5233
$347K ﹤0.01%
52,321
+47,469
5234
$346K ﹤0.01%
58,403
+20,851
5235
$346K ﹤0.01%
+35,260
5236
$344K ﹤0.01%
17,212
-9,120
5237
$344K ﹤0.01%
14,595
-14,259
5238
$344K ﹤0.01%
+19,201
5239
$343K ﹤0.01%
5,959
+775
5240
$343K ﹤0.01%
23,256
-18,015
5241
$341K ﹤0.01%
14,191
-4,080
5242
$340K ﹤0.01%
98,461
-9,988
5243
$340K ﹤0.01%
13,086
-16,675
5244
$339K ﹤0.01%
4,109
+4,107
5245
$338K ﹤0.01%
30,183
-25,826
5246
$337K ﹤0.01%
10,223
-21,573
5247
$337K ﹤0.01%
41,160
-3,512
5248
$336K ﹤0.01%
4,557
-8,007
5249
$336K ﹤0.01%
23,265
5250
$335K ﹤0.01%
17,228
+15,032
208 209
210
211 212