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
1951
$19.2M ﹤0.01%
219,030
+75,511
1952
$19.1M ﹤0.01%
562,067
-41,031
1953
$19.1M ﹤0.01%
135,636
+786
1954
$19.1M ﹤0.01%
242,281
-21,871
1955
$19.1M ﹤0.01%
219,824
+114,342
1956
$19.1M ﹤0.01%
252,915
-33,981
1957
$19.1M ﹤0.01%
948,464
+845,333
1958
$19.1M ﹤0.01%
1,107,609
+673,337
1959
$19.1M ﹤0.01%
654,473
-765,293
1960
$19.1M ﹤0.01%
131,932
+83,125
1961
$19M ﹤0.01%
807,088
+373,942
1962
$19M ﹤0.01%
215,399
+181,269
1963
$19M ﹤0.01%
390,249
+235,371
1964
$19M ﹤0.01%
1,164,361
+118,462
1965
$18.9M ﹤0.01%
105,814
-22,085
1966
$18.9M ﹤0.01%
588,212
+174,906
1967
$18.9M ﹤0.01%
1,259,348
+630,032
1968
$18.9M ﹤0.01%
662,376
+430,945
1969
$18.9M ﹤0.01%
603,028
-281,993
1970
$18.8M ﹤0.01%
364,394
+142,214
1971
$18.8M ﹤0.01%
1,320,833
-88,160
1972
$18.8M ﹤0.01%
423,788
-13,835
1973
$18.7M ﹤0.01%
1,281,159
+670,242
1974
$18.7M ﹤0.01%
1,275,228
+557,252
1975
$18.7M ﹤0.01%
1,359,305
-532,337
77 78
79
80 81