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
6201
$51K ﹤0.01%
+500
6202
$50K ﹤0.01%
767
+689
6203
$50K ﹤0.01%
+5,000
6204
$50K ﹤0.01%
+5,026
6205
$50K ﹤0.01%
+4,869
6206
$50K ﹤0.01%
+5,091
6207
$49K ﹤0.01%
591
-605
6208
$49K ﹤0.01%
+1,340
6209
$49K ﹤0.01%
9,073
6210
$49K ﹤0.01%
+4,853
6211
$49K ﹤0.01%
+4,727
6212
$49K ﹤0.01%
+4,842
6213
$49K ﹤0.01%
+4,849
6214
$49K ﹤0.01%
4,463
-10,537
6215
$48K ﹤0.01%
+3,328
6216
$48K ﹤0.01%
3,208
-1,190
6217
$48K ﹤0.01%
15,543
6218
$48K ﹤0.01%
5,350
+400
6219
$48K ﹤0.01%
1,873
-1,800
6220
$48K ﹤0.01%
1,800
6221
$47K ﹤0.01%
1,489
-853
6222
$47K ﹤0.01%
411
-4,867
6223
$47K ﹤0.01%
2,546
-13,446
6224
$47K ﹤0.01%
6,985
+1,708
6225
$47K ﹤0.01%
11
-25
247 248
249
250 251