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
5976
$81K ﹤0.01%
244
-312
5977
$81K ﹤0.01%
8,560
-7,524
5978
$81K ﹤0.01%
2,188
+188
5979
$81K ﹤0.01%
36,457
+29,244
5980
$80K ﹤0.01%
1,359
+1,061
5981
$80K ﹤0.01%
700
5982
$80K ﹤0.01%
1,535
+1,003
5983
$80K ﹤0.01%
2,895
5984
$80K ﹤0.01%
804
+268
5985
$80K ﹤0.01%
+3,550
5986
$80K ﹤0.01%
+7,589
5987
$79K ﹤0.01%
4,452
-73
5988
$79K ﹤0.01%
2,753
+525
5989
$79K ﹤0.01%
12,330
+12,300
5990
$79K ﹤0.01%
17,529
-3,500
5991
$79K ﹤0.01%
45,473
+23,988
5992
$79K ﹤0.01%
2,111
-39
5993
$79K ﹤0.01%
7,596
-23,592
5994
$78K ﹤0.01%
7,619
-1,109
5995
$78K ﹤0.01%
5,557
-15,258
5996
$78K ﹤0.01%
4,280
-5,050
5997
$78K ﹤0.01%
10,592
+8,262
5998
$78K ﹤0.01%
+6,575
5999
$78K ﹤0.01%
+7,672
6000
$78K ﹤0.01%
26,955
238 239
240
241 242