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
6451
$27K ﹤0.01%
104
-632
6452
$27K ﹤0.01%
1,048
+23
6453
$27K ﹤0.01%
1,021
-11,095
6454
$27K ﹤0.01%
+2,971
6455
$27K ﹤0.01%
+2,695
6456
$27K ﹤0.01%
+1,025
6457
$27K ﹤0.01%
2,704
+1,000
6458
$27K ﹤0.01%
1,076
6459
$26K ﹤0.01%
643
-13,387
6460
$26K ﹤0.01%
+104
6461
$26K ﹤0.01%
2,747
+2,089
6462
$26K ﹤0.01%
1,229
-4,432
6463
$26K ﹤0.01%
17,719
6464
$26K ﹤0.01%
464
+94
6465
$26K ﹤0.01%
49
-93
6466
$26K ﹤0.01%
56
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6467
$26K ﹤0.01%
917
+150
6468
$26K ﹤0.01%
896
6469
$26K ﹤0.01%
550
+400
6470
$26K ﹤0.01%
+2,598
6471
$26K ﹤0.01%
6,600
-22,618
6472
$26K ﹤0.01%
15,411
+150
6473
$26K ﹤0.01%
+2,567
6474
$26K ﹤0.01%
1,864
-18,299
6475
$26K ﹤0.01%
2,381
+2,081
257 258
259
260 261