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
6526
$22K ﹤0.01%
13,820
-89,294
6527
$22K ﹤0.01%
557
-2,330
6528
$22K ﹤0.01%
239
-1
6529
$22K ﹤0.01%
705
+600
6530
$22K ﹤0.01%
+2,213
6531
$21K ﹤0.01%
+1,584
6532
$21K ﹤0.01%
6,181
-34,461
6533
$21K ﹤0.01%
5,148
+8
6534
$21K ﹤0.01%
1,356
-4,148
6535
$21K ﹤0.01%
+5,791
6536
$21K ﹤0.01%
+750
6537
$21K ﹤0.01%
+2,186
6538
$21K ﹤0.01%
+2,123
6539
$21K ﹤0.01%
+2,084
6540
$21K ﹤0.01%
13,661
+7,661
6541
$21K ﹤0.01%
+2,161
6542
$20K ﹤0.01%
1,013
6543
$20K ﹤0.01%
636
6544
$20K ﹤0.01%
9,063
+8,793
6545
$20K ﹤0.01%
419
+103
6546
$20K ﹤0.01%
4,605
+4,597
6547
$20K ﹤0.01%
+2,000
6548
$20K ﹤0.01%
+160
6549
$20K ﹤0.01%
640
6550
$20K ﹤0.01%
86
+16
260 261
262
263 264