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
5701
$143K ﹤0.01%
7,710
+3,268
5702
$142K ﹤0.01%
39,611
+3,062
5703
$142K ﹤0.01%
8,244
-3,942
5704
$142K ﹤0.01%
5,857
5705
$141K ﹤0.01%
3,690
-207,585
5706
$141K ﹤0.01%
+14,413
5707
$140K ﹤0.01%
+4,062
5708
$140K ﹤0.01%
12,173
+2,731
5709
$140K ﹤0.01%
77
-871
5710
$140K ﹤0.01%
1,396
+1,392
5711
$139K ﹤0.01%
12
5712
$139K ﹤0.01%
5,790
-4,042
5713
$138K ﹤0.01%
+9,700
5714
$138K ﹤0.01%
5,821
+5,441
5715
$137K ﹤0.01%
4,465
+4,092
5716
$137K ﹤0.01%
4,702
+3,959
5717
$137K ﹤0.01%
13,456
+5,240
5718
$137K ﹤0.01%
19
-2
5719
$137K ﹤0.01%
+16,045
5720
$136K ﹤0.01%
2,825
+1,450
5721
$136K ﹤0.01%
+8,120
5722
$136K ﹤0.01%
+14,925
5723
$136K ﹤0.01%
2,797
+21
5724
$135K ﹤0.01%
59,636
+23,326
5725
$135K ﹤0.01%
+4,835
227 228
229
230 231