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
5726
$135K ﹤0.01%
15,181
-10,603
5727
$134K ﹤0.01%
22,442
-442,780
5728
$134K ﹤0.01%
+681
5729
$134K ﹤0.01%
66,600
5730
$133K ﹤0.01%
5,611
-328,369
5731
$133K ﹤0.01%
4,551
+236
5732
$133K ﹤0.01%
7,648
-6,372
5733
$132K ﹤0.01%
30,223
-410,466
5734
$132K ﹤0.01%
1,823
-55,518
5735
$131K ﹤0.01%
5,188
-7,915
5736
$131K ﹤0.01%
13,817
-373,695
5737
$130K ﹤0.01%
2,368
+992
5738
$130K ﹤0.01%
4,692
-12,331
5739
$129K ﹤0.01%
18,642
+13,324
5740
$129K ﹤0.01%
271
-7,796
5741
$129K ﹤0.01%
4,100
5742
$129K ﹤0.01%
12,621
+403
5743
$129K ﹤0.01%
23,068
5744
$128K ﹤0.01%
+21,070
5745
$128K ﹤0.01%
+13,125
5746
$127K ﹤0.01%
3,980
5747
$127K ﹤0.01%
+12,705
5748
$127K ﹤0.01%
+13,125
5749
$126K ﹤0.01%
556
-531
5750
$126K ﹤0.01%
5,425
-118
228 229
230
231 232