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
6251
$44K ﹤0.01%
+4,415
6252
$44K ﹤0.01%
+20,000
6253
$43K ﹤0.01%
1,308
+235
6254
$43K ﹤0.01%
93
-75
6255
$43K ﹤0.01%
+144
6256
$43K ﹤0.01%
587
+317
6257
$43K ﹤0.01%
4,697
-543
6258
$43K ﹤0.01%
+990
6259
$43K ﹤0.01%
6,878
+1,200
6260
$43K ﹤0.01%
2
+1
6261
$43K ﹤0.01%
4,342
+4,291
6262
$43K ﹤0.01%
+4,216
6263
$43K ﹤0.01%
450
+167
6264
$43K ﹤0.01%
2,169
-1,737
6265
$43K ﹤0.01%
4,224
+2,169
6266
$43K ﹤0.01%
1,170
6267
$42K ﹤0.01%
20
-70
6268
$42K ﹤0.01%
6,400
+5,125
6269
$42K ﹤0.01%
967
-2,342
6270
$42K ﹤0.01%
3,233
6271
$42K ﹤0.01%
789
+5
6272
$42K ﹤0.01%
4,265
+4,065
6273
$42K ﹤0.01%
39,181
-1,439
6274
$42K ﹤0.01%
4,246
+4,245
6275
$41K ﹤0.01%
8,719
-13,837
249 250
251
252 253