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
5676
$149K ﹤0.01%
3,395
+3,072
5677
$149K ﹤0.01%
+7,883
5678
$148K ﹤0.01%
3,360
-12,848
5679
$148K ﹤0.01%
4,000
5680
$148K ﹤0.01%
1,102
-930
5681
$148K ﹤0.01%
+15,196
5682
$147K ﹤0.01%
3,845
+1,980
5683
$147K ﹤0.01%
5,454
+2,580
5684
$147K ﹤0.01%
3,875
+277
5685
$146K ﹤0.01%
31,984
-11,902
5686
$146K ﹤0.01%
5,512
-3,349
5687
$146K ﹤0.01%
2,717
-3,621
5688
$146K ﹤0.01%
65,768
-35,979
5689
$146K ﹤0.01%
4,264
-3,675
5690
$145K ﹤0.01%
2,515
-11,685
5691
$144K ﹤0.01%
9,844
-6,118
5692
$144K ﹤0.01%
294
-661
5693
$144K ﹤0.01%
3,069
+1,164
5694
$144K ﹤0.01%
770
-2,211
5695
$144K ﹤0.01%
374
-566
5696
$144K ﹤0.01%
19,654
+6,188
5697
$143K ﹤0.01%
30,450
-25,157
5698
$143K ﹤0.01%
30,000
+22,400
5699
$143K ﹤0.01%
+14,169
5700
$143K ﹤0.01%
+14,373
226 227
228
229 230