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
6426
$29K ﹤0.01%
1,171
+1,016
6427
$29K ﹤0.01%
1,500
-1,340
6428
$29K ﹤0.01%
1,192
-7,048
6429
$29K ﹤0.01%
+2,934
6430
$28K ﹤0.01%
3,146
+1,806
6431
$28K ﹤0.01%
2,808
-433
6432
$28K ﹤0.01%
+561
6433
$28K ﹤0.01%
603
6434
$28K ﹤0.01%
1,050
-62
6435
$28K ﹤0.01%
38
+24
6436
$28K ﹤0.01%
989
-691
6437
$28K ﹤0.01%
8,119
-32,530
6438
$28K ﹤0.01%
1,160
6439
$28K ﹤0.01%
8,803
-102,292
6440
$28K ﹤0.01%
+2,823
6441
$28K ﹤0.01%
+2,905
6442
$27K ﹤0.01%
105
+55
6443
$27K ﹤0.01%
600
-600
6444
$27K ﹤0.01%
509
-514
6445
$27K ﹤0.01%
2,772
+2,026
6446
$27K ﹤0.01%
+15,550
6447
$27K ﹤0.01%
900
6448
$27K ﹤0.01%
24,789
+20,789
6449
$27K ﹤0.01%
69
-90
6450
$27K ﹤0.01%
1,580
-10,868
256 257
258
259 260