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
6476
$26K ﹤0.01%
2,629
6477
$26K ﹤0.01%
12,541
6478
$26K ﹤0.01%
+13,061
6479
$25K ﹤0.01%
1,215
+715
6480
$25K ﹤0.01%
1,843
-3,411
6481
$25K ﹤0.01%
3,815
6482
$25K ﹤0.01%
3,674
+2,690
6483
$25K ﹤0.01%
+2,623
6484
$25K ﹤0.01%
+68
6485
$25K ﹤0.01%
150
-5
6486
$25K ﹤0.01%
1,858
-1,726
6487
$25K ﹤0.01%
110,471
6488
$25K ﹤0.01%
7,592
6489
$25K ﹤0.01%
2,543
+2,507
6490
$25K ﹤0.01%
+16,614
6491
$25K ﹤0.01%
+2,500
6492
$25K ﹤0.01%
+2,400
6493
$25K ﹤0.01%
235
+37
6494
$24K ﹤0.01%
500
6495
$24K ﹤0.01%
1,788
+1,558
6496
$24K ﹤0.01%
5,291
+1,031
6497
$24K ﹤0.01%
67
-69
6498
$24K ﹤0.01%
698
6499
$24K ﹤0.01%
6,219
+4,929
6500
$24K ﹤0.01%
1,233
-15,945
258 259
260
261 262