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
5476
$221K ﹤0.01%
14,170
-2,493
5477
$221K ﹤0.01%
7,080
-4,959
5478
$221K ﹤0.01%
2,560
-1,526
5479
$220K ﹤0.01%
12,253
-7,411
5480
$220K ﹤0.01%
2,938
-4,570
5481
$220K ﹤0.01%
54,433
+43,439
5482
$220K ﹤0.01%
+9,019
5483
$220K ﹤0.01%
11,252
-9,402
5484
$219K ﹤0.01%
34,177
-611
5485
$218K ﹤0.01%
2,862
+1,820
5486
$218K ﹤0.01%
6,938
+6,727
5487
$218K ﹤0.01%
5,793
+1,467
5488
$218K ﹤0.01%
10,133
+8,542
5489
$217K ﹤0.01%
14,028
+5,910
5490
$217K ﹤0.01%
14,765
-210,832
5491
$217K ﹤0.01%
+10,839
5492
$215K ﹤0.01%
6,433
-5,588
5493
$215K ﹤0.01%
+21,053
5494
$214K ﹤0.01%
54,079
+29,023
5495
$214K ﹤0.01%
+1,026
5496
$214K ﹤0.01%
6,679
-1,577
5497
$214K ﹤0.01%
+20,643
5498
$213K ﹤0.01%
529
-1,301
5499
$213K ﹤0.01%
+17,992
5500
$212K ﹤0.01%
17,180
-4,200
218 219
220
221 222