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
6176
$53K ﹤0.01%
130
+92
6177
$53K ﹤0.01%
399
-2,028
6178
$53K ﹤0.01%
1,180
-70
6179
$53K ﹤0.01%
+5,383
6180
$53K ﹤0.01%
1,237
-15,676
6181
$52K ﹤0.01%
1,253
-26,287
6182
$52K ﹤0.01%
+1
6183
$52K ﹤0.01%
5,418
6184
$52K ﹤0.01%
9,583
+9,500
6185
$52K ﹤0.01%
8,534
-82,971
6186
$52K ﹤0.01%
3,864
-5,143
6187
$52K ﹤0.01%
4,768
6188
$52K ﹤0.01%
+5,218
6189
$52K ﹤0.01%
22,092
+6,188
6190
$52K ﹤0.01%
+5,150
6191
$51K ﹤0.01%
+4,252
6192
$51K ﹤0.01%
1,833
-765
6193
$51K ﹤0.01%
2,369
-4,386
6194
$51K ﹤0.01%
+7,000
6195
$51K ﹤0.01%
1,741
+662
6196
$51K ﹤0.01%
+5,111
6197
$51K ﹤0.01%
4,914
+3,365
6198
$51K ﹤0.01%
2,238
-3,488
6199
$51K ﹤0.01%
5,144
+5,054
6200
$51K ﹤0.01%
+5,129
246 247
248
249 250