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
5751
$125K ﹤0.01%
3,650
5752
$125K ﹤0.01%
1,838
+110
5753
$125K ﹤0.01%
58,406
+23,033
5754
$125K ﹤0.01%
5,871
-2,890
5755
$124K ﹤0.01%
2,050
+1,997
5756
$124K ﹤0.01%
11,601
-32,777
5757
$124K ﹤0.01%
1,430
-2,117
5758
$124K ﹤0.01%
4,498
+1,089
5759
$124K ﹤0.01%
6,492
-10,035
5760
$124K ﹤0.01%
12,501
+11,841
5761
$124K ﹤0.01%
7,954
-27,098
5762
$123K ﹤0.01%
10,419
-1,450
5763
$123K ﹤0.01%
4,723
-28,766
5764
$123K ﹤0.01%
34,868
-429,024
5765
$123K ﹤0.01%
20,489
+15,252
5766
$122K ﹤0.01%
18,172
-6,335
5767
$122K ﹤0.01%
+12,326
5768
$122K ﹤0.01%
83,904
-3,000
5769
$121K ﹤0.01%
20,058
+16,517
5770
$121K ﹤0.01%
10,755
-596
5771
$121K ﹤0.01%
+145,667
5772
$121K ﹤0.01%
38,637
+36,136
5773
$120K ﹤0.01%
12,375
-30,297
5774
$120K ﹤0.01%
13,703
+1,160
5775
$120K ﹤0.01%
+4,220
229 230
231
232 233