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
5376
$260K ﹤0.01%
76,799
-35,972
5377
$260K ﹤0.01%
22,010
-13,433
5378
$260K ﹤0.01%
512
+168
5379
$259K ﹤0.01%
110,527
-19,143
5380
$258K ﹤0.01%
14,283
-4,371
5381
$258K ﹤0.01%
2,095
-155
5382
$257K ﹤0.01%
8,350
+333
5383
$257K ﹤0.01%
12,411
-2,225
5384
$257K ﹤0.01%
25,445
+3,517
5385
$256K ﹤0.01%
40,893
-229,533
5386
$256K ﹤0.01%
8,963
-30,952
5387
$255K ﹤0.01%
40,977
-17,052
5388
$255K ﹤0.01%
10,302
-9,588
5389
$255K ﹤0.01%
16,325
+15,762
5390
$255K ﹤0.01%
140,158
+35,731
5391
$254K ﹤0.01%
26,420
-336,155
5392
$254K ﹤0.01%
5,787
-500
5393
$254K ﹤0.01%
+25,000
5394
$254K ﹤0.01%
15,290
+1,760
5395
$253K ﹤0.01%
25,869
-37,398
5396
$253K ﹤0.01%
16,017
+8,134
5397
$253K ﹤0.01%
+25,627
5398
$253K ﹤0.01%
+21,369
5399
$252K ﹤0.01%
5,567
+3,778
5400
$252K ﹤0.01%
34,824
-479
214 215
216
217 218