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
5551
$190K ﹤0.01%
33,842
-3,985
5552
$190K ﹤0.01%
15,071
-1,301,018
5553
$189K ﹤0.01%
18,827
+18,018
5554
$189K ﹤0.01%
1,615
-5,710
5555
$188K ﹤0.01%
10,113
5556
$188K ﹤0.01%
487
-264
5557
$187K ﹤0.01%
76,123
-27,509
5558
$187K ﹤0.01%
9,471
-4,088
5559
$187K ﹤0.01%
8,914
-2,444
5560
$187K ﹤0.01%
18,753
-46,789
5561
$186K ﹤0.01%
17,132
5562
$186K ﹤0.01%
6,590
5563
$185K ﹤0.01%
7,404
-15,842
5564
$185K ﹤0.01%
48,110
-221,721
5565
$184K ﹤0.01%
5,181
+115
5566
$184K ﹤0.01%
15,544
-172,347
5567
$183K ﹤0.01%
20,848
5568
$183K ﹤0.01%
21,812
+3,138
5569
$183K ﹤0.01%
14,300
-2,700
5570
$183K ﹤0.01%
+18,254
5571
$182K ﹤0.01%
+7
5572
$182K ﹤0.01%
16,210
-3,091
5573
– –
0
5574
$181K ﹤0.01%
4,045
-27,557
5575
$181K ﹤0.01%
8,716
-41,088
221 222
223
224 225