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
5876
$98K ﹤0.01%
3,224
-3,926
5877
$98K ﹤0.01%
7,569
-3,905
5878
$98K ﹤0.01%
5,812
-16,273
5879
$98K ﹤0.01%
2,305
+1,620
5880
$98K ﹤0.01%
8,508
-4,985
5881
$98K ﹤0.01%
+9,922
5882
$97K ﹤0.01%
42,430
+530
5883
– –
0
5884
$97K ﹤0.01%
6,834
+3,542
5885
$97K ﹤0.01%
6,795
+2,705
5886
$97K ﹤0.01%
6,787
5887
$97K ﹤0.01%
39,533
-283,170
5888
$97K ﹤0.01%
24
+8
5889
$97K ﹤0.01%
3,250
5890
$97K ﹤0.01%
+12,945
5891
$97K ﹤0.01%
3,441
-1,663
5892
$97K ﹤0.01%
11,902
+1,630
5893
$97K ﹤0.01%
+9,900
5894
$97K ﹤0.01%
3,776
-20,650
5895
$96K ﹤0.01%
10,913
+3,400
5896
$96K ﹤0.01%
1,608
+88
5897
$96K ﹤0.01%
5,226
-684
5898
$96K ﹤0.01%
2,614
-1
5899
$96K ﹤0.01%
+329
5900
$96K ﹤0.01%
23,611
+21,915
234 235
236
237 238