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
5651
$157K ﹤0.01%
7,966
+762
5652
$157K ﹤0.01%
2,415
+1,000
5653
$157K ﹤0.01%
415
-193
5654
$157K ﹤0.01%
4,912
+264
5655
$157K ﹤0.01%
5,434
+1,196
5656
$156K ﹤0.01%
5,212
-2,044
5657
$156K ﹤0.01%
+237
5658
$156K ﹤0.01%
3,106
-59,828
5659
$156K ﹤0.01%
+15,799
5660
$156K ﹤0.01%
14,753
+14,103
5661
$155K ﹤0.01%
10,136
+9,401
5662
$155K ﹤0.01%
11,918
-13,232
5663
$154K ﹤0.01%
2,453
+1,153
5664
$154K ﹤0.01%
6,973
+6,432
5665
$153K ﹤0.01%
6,360
+5,160
5666
$153K ﹤0.01%
5,679
+360
5667
$152K ﹤0.01%
4,587
-41,177
5668
$152K ﹤0.01%
+17,919
5669
$151K ﹤0.01%
21,291
+5,247
5670
$151K ﹤0.01%
3,434
+54
5671
$150K ﹤0.01%
12,100
+5,300
5672
$150K ﹤0.01%
57,318
-296,568
5673
$149K ﹤0.01%
6,030
-4,156
5674
$149K ﹤0.01%
53,086
-28,671
5675
$149K ﹤0.01%
44,071
+39,971
225 226
227
228 229