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
6726
$12K ﹤0.01%
1,107
-198,893
6727
$12K ﹤0.01%
+1,118
6728
$12K ﹤0.01%
1,131
-1,028,608
6729
$12K ﹤0.01%
3,579
6730
$11K ﹤0.01%
4,200
6731
$11K ﹤0.01%
600
6732
$11K ﹤0.01%
1,200
+1,100
6733
$11K ﹤0.01%
+104
6734
$11K ﹤0.01%
1,944
-16,373
6735
$11K ﹤0.01%
932
-9,552
6736
$11K ﹤0.01%
260
+50
6737
$11K ﹤0.01%
171
6738
$11K ﹤0.01%
245
-5,199
6739
$11K ﹤0.01%
143
-532
6740
$11K ﹤0.01%
5,324
-47,401
6741
$11K ﹤0.01%
2,057
-2,871
6742
$11K ﹤0.01%
1,123
+1,047
6743
$11K ﹤0.01%
+505
6744
$11K ﹤0.01%
4,942
-132
6745
$11K ﹤0.01%
185
+183
6746
$11K ﹤0.01%
2,750
+1,250
6747
$11K ﹤0.01%
+133
6748
$11K ﹤0.01%
19,450
6749
$10K ﹤0.01%
250
6750
$10K ﹤0.01%
1,992
268 269
270
271 272