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
6051
$70K ﹤0.01%
1,229
-47,215
6052
$69K ﹤0.01%
3,293
-19,762
6053
$69K ﹤0.01%
6,052
-5,680
6054
$69K ﹤0.01%
+2,105
6055
$69K ﹤0.01%
12
-1
6056
$69K ﹤0.01%
1,292
-1,576
6057
$69K ﹤0.01%
+6,930
6058
$68K ﹤0.01%
+35
6059
$68K ﹤0.01%
12,032
-11,535
6060
$68K ﹤0.01%
177
+121
6061
$67K ﹤0.01%
+292
6062
$67K ﹤0.01%
2,240
-1,232
6063
$67K ﹤0.01%
3,477
-9,230
6064
$67K ﹤0.01%
1,913
-988
6065
$67K ﹤0.01%
9,882
-28,256
6066
$67K ﹤0.01%
+3,368
6067
$67K ﹤0.01%
6,584
+569
6068
$66K ﹤0.01%
2,000
6069
$66K ﹤0.01%
3,844
-11,868
6070
$66K ﹤0.01%
1,327
+1,323
6071
$66K ﹤0.01%
6,212
+5,898
6072
$66K ﹤0.01%
9,064
-14,671
6073
$66K ﹤0.01%
+6,623
6074
$66K ﹤0.01%
+6,643
6075
$65K ﹤0.01%
1,497
-1,714
241 242
243
244 245