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
2001
$18.2M ﹤0.01%
403,355
+59,648
2002
$18.2M ﹤0.01%
134,941
-494,134
2003
$18.2M ﹤0.01%
134,147
+60,385
2004
$18.2M ﹤0.01%
1,262,239
+832,030
2005
$18.2M ﹤0.01%
69,612
-9,191
2006
$18.1M ﹤0.01%
540,646
-12,682
2007
$18.1M ﹤0.01%
+502,354
2008
$18.1M ﹤0.01%
352,454
+294,396
2009
$18.1M ﹤0.01%
285,165
+90,412
2010
$18M ﹤0.01%
1,365,705
-287,051
2011
$18M ﹤0.01%
904,576
-56,214
2012
$18M ﹤0.01%
823,880
+93,903
2013
$18M ﹤0.01%
366,483
-213,295
2014
$18M ﹤0.01%
430,675
-60,204
2015
$18M ﹤0.01%
676,446
+64,270
2016
$18M ﹤0.01%
1,143,739
-3,280
2017
$17.9M ﹤0.01%
134,494
+19,228
2018
$17.9M ﹤0.01%
1,454,230
-548,957
2019
$17.9M ﹤0.01%
237,896
+45,106
2020
$17.9M ﹤0.01%
432,681
-238,746
2021
$17.9M ﹤0.01%
592,900
+481,524
2022
$17.9M ﹤0.01%
220,298
+93,492
2023
$17.9M ﹤0.01%
113,232
+63,704
2024
$17.8M ﹤0.01%
153,749
-32,895
2025
$17.8M ﹤0.01%
391,558
+129,825
79 80
81
82 83