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
6501
$24K ﹤0.01%
+785
6502
$24K ﹤0.01%
8,980
+5,190
6503
$24K ﹤0.01%
14,669
+13,016
6504
$24K ﹤0.01%
1,552
-10,514
6505
$24K ﹤0.01%
844
-200
6506
$23K ﹤0.01%
5,100
+4,000
6507
$23K ﹤0.01%
741
-33
6508
$23K ﹤0.01%
1,544
6509
$23K ﹤0.01%
3,279
-4,807
6510
$23K ﹤0.01%
+650
6511
$23K ﹤0.01%
330
-2,783
6512
$23K ﹤0.01%
502
+115
6513
$23K ﹤0.01%
349
6514
$23K ﹤0.01%
1,005
-265
6515
$23K ﹤0.01%
1,388
+121
6516
$23K ﹤0.01%
747
-1,431
6517
$23K ﹤0.01%
300
6518
$22K ﹤0.01%
682
6519
$22K ﹤0.01%
+3,900
6520
$22K ﹤0.01%
+2,086
6521
$22K ﹤0.01%
2,501
+1
6522
$22K ﹤0.01%
864
6523
$22K ﹤0.01%
798
+704
6524
$22K ﹤0.01%
+2,134
6525
$22K ﹤0.01%
+15,000
259 260
261
262 263