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
6076
$65K ﹤0.01%
5,725
6077
$65K ﹤0.01%
11,657
+3,346
6078
$65K ﹤0.01%
4,837
-2,024
6079
$65K ﹤0.01%
2,083
-1,250
6080
$65K ﹤0.01%
698
+438
6081
$65K ﹤0.01%
+2
6082
$65K ﹤0.01%
49
-399
6083
$65K ﹤0.01%
+330
6084
$65K ﹤0.01%
6,675
+6,615
6085
$65K ﹤0.01%
+6,605
6086
$65K ﹤0.01%
+583,548
6087
$64K ﹤0.01%
22,629
-4,491
6088
$64K ﹤0.01%
+128
6089
$64K ﹤0.01%
5,028
+489
6090
$64K ﹤0.01%
+6,500
6091
$64K ﹤0.01%
+6,500
6092
$64K ﹤0.01%
+6,625
6093
$64K ﹤0.01%
4,006
-3,898
6094
$64K ﹤0.01%
+6,367
6095
$64K ﹤0.01%
+6,500
6096
$64K ﹤0.01%
11,713
-3,134
6097
$64K ﹤0.01%
6,889
-10,711
6098
$64K ﹤0.01%
4,897
-103
6099
$64K ﹤0.01%
+2,500
6100
$63K ﹤0.01%
7,431
-11,631
242 243
244
245 246