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
6401
$32K ﹤0.01%
+3,063
6402
$32K ﹤0.01%
20,001
+1
6403
$32K ﹤0.01%
555
-30
6404
$31K ﹤0.01%
3,010
+1,000
6405
$31K ﹤0.01%
+1,255
6406
$31K ﹤0.01%
+669
6407
$31K ﹤0.01%
+3,000
6408
$31K ﹤0.01%
+13,945
6409
$31K ﹤0.01%
536
+404
6410
$31K ﹤0.01%
5,093
-5,037
6411
– –
0
6412
$30K ﹤0.01%
1,000
6413
$30K ﹤0.01%
2,606
-14,832
6414
$30K ﹤0.01%
+800
6415
$30K ﹤0.01%
2,766
-5,935
6416
$30K ﹤0.01%
1,052
6417
$29K ﹤0.01%
10,786
-18,059
6418
$29K ﹤0.01%
1,373
-1,005
6419
$29K ﹤0.01%
7,109
+219
6420
$29K ﹤0.01%
4
6421
$29K ﹤0.01%
361
6422
$29K ﹤0.01%
+5,295
6423
$29K ﹤0.01%
1,100
-7,215
6424
$29K ﹤0.01%
493
-325
6425
$29K ﹤0.01%
613
-9,427
255 256
257
258 259