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
5601
$174K ﹤0.01%
16,956
-17,773
5602
$174K ﹤0.01%
+2,051
5603
$174K ﹤0.01%
6,247
+5,738
5604
$174K ﹤0.01%
+16,479
5605
$173K ﹤0.01%
6,318
+5,866
5606
$173K ﹤0.01%
658
+637
5607
$173K ﹤0.01%
5,130
-7,840
5608
$173K ﹤0.01%
17,502
-259
5609
$172K ﹤0.01%
+7,122
5610
$172K ﹤0.01%
15,531
+12,725
5611
$172K ﹤0.01%
44,894
+34,699
5612
$172K ﹤0.01%
73,650
+70,391
5613
$172K ﹤0.01%
+16,880
5614
$171K ﹤0.01%
3,024
-12,491
5615
$171K ﹤0.01%
6,458
-6,157
5616
$171K ﹤0.01%
26,070
-6,911
5617
$171K ﹤0.01%
16,070
+450
5618
$170K ﹤0.01%
4,323
-5,284
5619
$170K ﹤0.01%
12,403
+1,244
5620
$168K ﹤0.01%
45,115
-52,828
5621
$168K ﹤0.01%
4,240
-18,353
5622
– –
0
5623
$166K ﹤0.01%
6,494
-22,107
5624
$166K ﹤0.01%
41,152
-10,600
5625
$166K ﹤0.01%
12,367
-57,240
223 224
225
226 227