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
5526
$200K ﹤0.01%
15,445
-8,178
5527
$200K ﹤0.01%
16,555
+14,958
5528
$199K ﹤0.01%
3,434
+141
5529
$198K ﹤0.01%
+660
5530
$198K ﹤0.01%
19,887
-23,762
5531
$198K ﹤0.01%
1,200
-7,878
5532
$198K ﹤0.01%
398
+388
5533
– –
0
5534
$197K ﹤0.01%
7,987
+6,219
5535
$197K ﹤0.01%
13,677
-6,970
5536
$197K ﹤0.01%
6,958
+3,711
5537
$196K ﹤0.01%
13,675
+6,233
5538
$196K ﹤0.01%
+17,786
5539
$196K ﹤0.01%
5,925
-15,786
5540
$194K ﹤0.01%
16,375
+3,680
5541
$194K ﹤0.01%
2,822
+2,806
5542
$194K ﹤0.01%
50,978
+13,431
5543
$194K ﹤0.01%
+18,498
5544
$193K ﹤0.01%
8,439
-8,061
5545
$193K ﹤0.01%
4,444
+93
5546
$192K ﹤0.01%
17,778
+4,556
5547
$192K ﹤0.01%
9,282
-61,970
5548
$191K ﹤0.01%
471
-1,321
5549
$191K ﹤0.01%
3,834
-4,976
5550
$191K ﹤0.01%
297
-1,042
220 221
222
223 224