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
6101
$63K ﹤0.01%
1,624
-4,316
6102
$63K ﹤0.01%
+91
6103
$63K ﹤0.01%
16,877
-162,617
6104
$63K ﹤0.01%
+6,500
6105
$63K ﹤0.01%
5,883
-3,500
6106
$62K ﹤0.01%
2,599
+506
6107
$62K ﹤0.01%
6,058
+365
6108
$62K ﹤0.01%
2,105
-9,850
6109
$62K ﹤0.01%
+5,147
6110
$62K ﹤0.01%
+6,206
6111
$62K ﹤0.01%
+6,151
6112
$62K ﹤0.01%
6,346
+6,290
6113
$61K ﹤0.01%
153
+151
6114
$61K ﹤0.01%
2,000
6115
$61K ﹤0.01%
+3,476
6116
$61K ﹤0.01%
11,654
-1,400
6117
$61K ﹤0.01%
5,038
+4,006
6118
$61K ﹤0.01%
852
+496
6119
$61K ﹤0.01%
2
-7
6120
$61K ﹤0.01%
3,645
-8,153
6121
$61K ﹤0.01%
3,512
-6,132
6122
$61K ﹤0.01%
220
-1,501
6123
$61K ﹤0.01%
3,251
-15,507
6124
$60K ﹤0.01%
1,297
-7,961
6125
$60K ﹤0.01%
5,901
+5,900
243 244
245
246 247