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
5501
$212K ﹤0.01%
9,659
-16,567
5502
$211K ﹤0.01%
5,747
-4,174
5503
$211K ﹤0.01%
123,833
-28,458
5504
$211K ﹤0.01%
+21,485
5505
$210K ﹤0.01%
4,089
+51
5506
$208K ﹤0.01%
+10,101
5507
$208K ﹤0.01%
4,532
+3,070
5508
$208K ﹤0.01%
71,413
+31,325
5509
$207K ﹤0.01%
2,052
+386
5510
$207K ﹤0.01%
17,631
+4,131
5511
$207K ﹤0.01%
9,416
-5,708
5512
$206K ﹤0.01%
8,685
+4,329
5513
$206K ﹤0.01%
32,327
+15,267
5514
$204K ﹤0.01%
49,868
+1,121
5515
$204K ﹤0.01%
21,786
+1,156
5516
$204K ﹤0.01%
+20,539
5517
$204K ﹤0.01%
14,550
5518
$203K ﹤0.01%
77,062
-75,804
5519
$202K ﹤0.01%
5,754
-5,947
5520
$202K ﹤0.01%
70,647
-251,201
5521
$202K ﹤0.01%
20,200
+12,504
5522
$202K ﹤0.01%
57,713
-5,658
5523
$201K ﹤0.01%
16,980
-4,318
5524
$201K ﹤0.01%
14,592
+14,190
5525
$200K ﹤0.01%
6,616
219 220
221
222 223