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
7026
$3K ﹤0.01%
202
-4,960
7027
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+1,000
7028
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7029
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7030
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7031
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7032
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+1,460
7033
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7034
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105
7035
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82
-821
7036
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519
7037
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+6,577
7038
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+500
7039
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860
-2,201
7040
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377
+127
7041
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+333
7042
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1,179
7043
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1,231
7044
$3K ﹤0.01%
89
7045
$3K ﹤0.01%
2
7046
$3K ﹤0.01%
+2,550
7047
$3K ﹤0.01%
+200
7048
$3K ﹤0.01%
107
7049
$3K ﹤0.01%
+1,200
7050
$3K ﹤0.01%
125
+119