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
5401
$252K ﹤0.01%
24,554
+13,136
5402
$251K ﹤0.01%
6,498
-490
5403
– –
-4
5404
$251K ﹤0.01%
15,375
-13,034
5405
$250K ﹤0.01%
19,250
+8,359
5406
$250K ﹤0.01%
20,550
-34,300
5407
$250K ﹤0.01%
25,082
+24,062
5408
$249K ﹤0.01%
10,464
-9,962
5409
$249K ﹤0.01%
1,795
+1,790
5410
$249K ﹤0.01%
+36,604
5411
$249K ﹤0.01%
24,960
+24,959
5412
$249K ﹤0.01%
16,342
-3,914
5413
$247K ﹤0.01%
53,436
-6,951
5414
$246K ﹤0.01%
149,600
+72,555
5415
$246K ﹤0.01%
15,200
-43,759
5416
$246K ﹤0.01%
8,583
-21,310
5417
$245K ﹤0.01%
16,440
+15,880
5418
$245K ﹤0.01%
40,811
+20,262
5419
$243K ﹤0.01%
52,340
+21,951
5420
$243K ﹤0.01%
1,060
5421
$242K ﹤0.01%
56,110
+50,980
5422
$242K ﹤0.01%
2,906
-1,077
5423
$242K ﹤0.01%
11,082
-1,896
5424
$242K ﹤0.01%
16,500
+2,079
5425
$241K ﹤0.01%
+40,171
215 216
217
218 219