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
5801
$114K ﹤0.01%
+11,440
5802
$114K ﹤0.01%
77,525
+10,705
5803
$114K ﹤0.01%
3,175
+2,650
5804
$113K ﹤0.01%
4,524
-2,672
5805
$113K ﹤0.01%
+11,414
5806
$113K ﹤0.01%
+11,555
5807
$113K ﹤0.01%
15,801
-14,365
5808
$112K ﹤0.01%
7,385
-114
5809
$111K ﹤0.01%
10,879
-4,477
5810
$111K ﹤0.01%
19,153
-17,782
5811
$111K ﹤0.01%
24,275
-1,366
5812
$111K ﹤0.01%
18,171
-8,760
5813
$111K ﹤0.01%
6,744
-6,686
5814
$111K ﹤0.01%
9,801
-800
5815
$110K ﹤0.01%
1,533
+1,405
5816
$110K ﹤0.01%
19,950
-25,481
5817
$109K ﹤0.01%
5,909
-6,573
5818
$109K ﹤0.01%
9,822
5819
$109K ﹤0.01%
+3,910
5820
$109K ﹤0.01%
948
-12,415
5821
$109K ﹤0.01%
3,114
+270
5822
$108K ﹤0.01%
2,068
+22
5823
$108K ﹤0.01%
2,050
-3,599
5824
$108K ﹤0.01%
16,145
-22,929
5825
$108K ﹤0.01%
3,925
231 232
233
234 235