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
6226
$47K ﹤0.01%
+4,772
6227
$46K ﹤0.01%
+4,514
6228
$46K ﹤0.01%
1,201
-60
6229
$46K ﹤0.01%
1,776
+155
6230
$46K ﹤0.01%
6,647
+1,904
6231
$46K ﹤0.01%
6,225
-248
6232
$46K ﹤0.01%
+4,173
6233
$46K ﹤0.01%
9,700
6234
$45K ﹤0.01%
15,041
+6,276
6235
$45K ﹤0.01%
7,097
-6,438
6236
$45K ﹤0.01%
1,406
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6237
$45K ﹤0.01%
3,275
-68,896
6238
$45K ﹤0.01%
+33
6239
$45K ﹤0.01%
+178
6240
$45K ﹤0.01%
1,875
+875
6241
$45K ﹤0.01%
156
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6242
$45K ﹤0.01%
4,431
-1,829
6243
$44K ﹤0.01%
66
-52
6244
$44K ﹤0.01%
5,236
+2,560
6245
$44K ﹤0.01%
1,482
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6246
$44K ﹤0.01%
1,965
-3,276
6247
$44K ﹤0.01%
8,137
-24,761
6248
$44K ﹤0.01%
564
-1,560
6249
$44K ﹤0.01%
3,136
+112
6250
$44K ﹤0.01%
120
248 249
250
251 252