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
6351
$36K ﹤0.01%
1,188
-6,350
6352
$36K ﹤0.01%
2,975
-8,483
6353
$35K ﹤0.01%
4,589
+1,300
6354
$35K ﹤0.01%
1,195
+975
6355
$35K ﹤0.01%
1,424
-9,602
6356
$35K ﹤0.01%
5,660
6357
$35K ﹤0.01%
945
-6,125
6358
$35K ﹤0.01%
1,350
6359
$35K ﹤0.01%
+3,561
6360
$35K ﹤0.01%
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6361
$34K ﹤0.01%
11,160
+6,335
6362
$34K ﹤0.01%
353
-202
6363
$34K ﹤0.01%
561
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6364
$34K ﹤0.01%
1,128
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6365
$34K ﹤0.01%
511
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6366
$34K ﹤0.01%
1,536
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6367
$34K ﹤0.01%
3,600
6368
$34K ﹤0.01%
608
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6369
$34K ﹤0.01%
1,965
+1,107
6370
$34K ﹤0.01%
1,081
-4,783
6371
$34K ﹤0.01%
9,808
+416
6372
$34K ﹤0.01%
+1,475
6373
$34K ﹤0.01%
600
6374
$34K ﹤0.01%
+3,450
6375
$34K ﹤0.01%
165
-1,246
253 254
255
256 257