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
6551
$20K ﹤0.01%
817
-2,652
6552
$20K ﹤0.01%
1,248
-5,248
6553
$20K ﹤0.01%
799
+600
6554
$20K ﹤0.01%
6,600
+5,516
6555
$20K ﹤0.01%
1,500
6556
$20K ﹤0.01%
+2,054
6557
$20K ﹤0.01%
+1,864
6558
$20K ﹤0.01%
+2,000
6559
$20K ﹤0.01%
+2,021
6560
$20K ﹤0.01%
11,715
-8,965
6561
$19K ﹤0.01%
15,300
+4,300
6562
$19K ﹤0.01%
2,240
-1,579
6563
$19K ﹤0.01%
1,108
-1,513
6564
$19K ﹤0.01%
1,250
6565
$19K ﹤0.01%
1,810
-28,812
6566
$19K ﹤0.01%
118
-3,429
6567
$19K ﹤0.01%
3,078
-15,572
6568
$19K ﹤0.01%
9,071
-41,947
6569
$19K ﹤0.01%
885
-962
6570
$19K ﹤0.01%
+300
6571
$19K ﹤0.01%
+696
6572
$19K ﹤0.01%
1,238
-20,860
6573
$19K ﹤0.01%
+1,895
6574
$19K ﹤0.01%
+1,879
6575
$19K ﹤0.01%
339
+89
261 262
263
264 265