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
6151
$57K ﹤0.01%
1,311
+1,187
6152
$57K ﹤0.01%
5,556
-6,839
6153
$56K ﹤0.01%
2,828
-26,362
6154
$56K ﹤0.01%
820
-6,266
6155
$56K ﹤0.01%
5,529
+5,234
6156
$56K ﹤0.01%
5,452
+2,700
6157
$56K ﹤0.01%
+5,538
6158
$55K ﹤0.01%
1,785
+1,485
6159
$55K ﹤0.01%
5,488
-13,542
6160
$55K ﹤0.01%
21,083
6161
$55K ﹤0.01%
10,017
-1,660
6162
$55K ﹤0.01%
+690
6163
$55K ﹤0.01%
6
-1
6164
$55K ﹤0.01%
1,612
-1,056
6165
$55K ﹤0.01%
8,157
+8,156
6166
$55K ﹤0.01%
+5,415
6167
$55K ﹤0.01%
5,401
+2,887
6168
$55K ﹤0.01%
2,786
-12,768
6169
$54K ﹤0.01%
2,814
-100
6170
$54K ﹤0.01%
+327
6171
$54K ﹤0.01%
9,480
-23,822
6172
$54K ﹤0.01%
7,216
-1,264
6173
$54K ﹤0.01%
5,363
+3,363
6174
$54K ﹤0.01%
+4,668
6175
$53K ﹤0.01%
5,450
+5,357
245 246
247
248 249