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
6126
$60K ﹤0.01%
11,400
+3,000
6127
$60K ﹤0.01%
727
+716
6128
$60K ﹤0.01%
+6,027
6129
$60K ﹤0.01%
2,420
6130
$60K ﹤0.01%
2,000
6131
$60K ﹤0.01%
+5,986
6132
$59K ﹤0.01%
4,402
+500
6133
$59K ﹤0.01%
8,974
+6,381
6134
$59K ﹤0.01%
2,171
+2,162
6135
$59K ﹤0.01%
2,516
+2,241
6136
$59K ﹤0.01%
1,676
-13,048
6137
$59K ﹤0.01%
595
-9,603
6138
$59K ﹤0.01%
2,072
6139
$58K ﹤0.01%
7,704
-15,071
6140
$58K ﹤0.01%
5,625
+4,125
6141
$58K ﹤0.01%
5,640
+2,800
6142
$58K ﹤0.01%
+18,655
6143
$57K ﹤0.01%
2,410
+10
6144
$57K ﹤0.01%
5,200
+5,100
6145
$57K ﹤0.01%
2,189
-96
6146
$57K ﹤0.01%
26,360
-27,302
6147
$57K ﹤0.01%
5,350
-372,373
6148
$57K ﹤0.01%
5,863
+5,809
6149
$57K ﹤0.01%
3,251
-19,180
6150
$57K ﹤0.01%
+5,702
244 245
246
247 248