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 Communication Services 8.91%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$19.5M ﹤0.01%
4,080,575
-13,700
1927
$19.5M ﹤0.01%
2,238,563
-847,830
1928
$19.5M ﹤0.01%
730,579
+117,960
1929
$19.5M ﹤0.01%
79,953
+4,660
1930
$19.5M ﹤0.01%
332,149
+59,863
1931
$19.5M ﹤0.01%
1,209,996
+97,416
1932
$19.5M ﹤0.01%
2,324,250
+275,379
1933
$19.5M ﹤0.01%
154,656
-8,251
1934
$19.5M ﹤0.01%
698,149
-121,347
1935
$19.5M ﹤0.01%
332,825
+131,201
1936
$19.5M ﹤0.01%
210,146
-83,635
1937
$19.5M ﹤0.01%
699,719
+205,405
1938
$19.4M ﹤0.01%
615,968
-10,568
1939
$19.4M ﹤0.01%
203,990
+15,172
1940
$19.4M ﹤0.01%
333,448
-174,286
1941
$19.4M ﹤0.01%
1,385,622
+91,806
1942
$19.3M ﹤0.01%
66,320
-16,139
1943
$19.3M ﹤0.01%
853,270
-1,230,924
1944
$19.3M ﹤0.01%
184,328
+73,594
1945
$19.3M ﹤0.01%
344,641
+143,509
1946
$19.3M ﹤0.01%
1,439,191
+47,837
1947
$19.2M ﹤0.01%
264,028
+244,995
1948
$19.2M ﹤0.01%
22,162
+6,588
1949
$19.2M ﹤0.01%
457,080
-60,699
1950
$19.2M ﹤0.01%
539,427
+470,428
76 77
78
79 80