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
1976
$18.7M ﹤0.01%
353,730
+214,623
1977
$18.7M ﹤0.01%
85,778
+32,583
1978
$18.7M ﹤0.01%
687,608
-642,473
1979
$18.6M ﹤0.01%
112,849
+17,923
1980
$18.6M ﹤0.01%
173,568
+130,758
1981
$18.6M ﹤0.01%
316,181
+1,549
1982
$18.6M ﹤0.01%
740,739
-202,483
1983
$18.5M ﹤0.01%
920,903
+296,529
1984
$18.5M ﹤0.01%
+384,074
1985
$18.5M ﹤0.01%
1,279,497
+102,120
1986
$18.5M ﹤0.01%
247,175
+87,826
1987
$18.5M ﹤0.01%
327,361
+12,328
1988
$18.4M ﹤0.01%
1,341,545
-413,285
1989
$18.4M ﹤0.01%
44,551
-57,856
1990
$18.4M ﹤0.01%
394,710
-2,373
1991
$18.4M ﹤0.01%
547,422
-85,448
1992
$18.4M ﹤0.01%
473,763
+6,514
1993
$18.4M ﹤0.01%
344,282
-63,379
1994
$18.3M ﹤0.01%
1,163,933
+124,744
1995
$18.3M ﹤0.01%
1,009,859
+299,792
1996
$18.3M ﹤0.01%
451,770
+222,553
1997
$18.3M ﹤0.01%
466,236
+74,355
1998
$18.3M ﹤0.01%
726,564
-44,152
1999
$18.2M ﹤0.01%
143,901
-53,711
2000
$18.2M ﹤0.01%
624,374
-20,798
78 79
80
81 82