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
5351
$275K ﹤0.01%
20,794
-7,112
5352
$275K ﹤0.01%
1,488
-303
5353
$273K ﹤0.01%
4,198
-66,834
5354
$273K ﹤0.01%
10,000
5355
$273K ﹤0.01%
16,368
+5,270
5356
$272K ﹤0.01%
+27,201
5357
$271K ﹤0.01%
49,796
-1,415
5358
$271K ﹤0.01%
46,020
+24,020
5359
$269K ﹤0.01%
21,853
+8,652
5360
$269K ﹤0.01%
53,328
+48,465
5361
$269K ﹤0.01%
13,098
-6,792
5362
$269K ﹤0.01%
19,579
+7,145
5363
$269K ﹤0.01%
+26,854
5364
$269K ﹤0.01%
16,484
5365
$269K ﹤0.01%
17,987
5366
$268K ﹤0.01%
+26,849
5367
$267K ﹤0.01%
5,898
-553
5368
$266K ﹤0.01%
168,103
-9,500
5369
$266K ﹤0.01%
12,665
+3,429
5370
$264K ﹤0.01%
14,061
+2,483
5371
$263K ﹤0.01%
23,678
-10,384
5372
$263K ﹤0.01%
8,861
-2,346
5373
$263K ﹤0.01%
18,362
+9,834
5374
$262K ﹤0.01%
9,579
-10,868
5375
$262K ﹤0.01%
2,268
+998
213 214
215
216 217