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
2026
$17.8M ﹤0.01%
315,335
+22,621
2027
$17.8M ﹤0.01%
2,104,775
-585,416
2028
$17.8M ﹤0.01%
1,100,427
+2,475
2029
$17.7M ﹤0.01%
707,707
-8,751
2030
$17.7M ﹤0.01%
890,302
+117,101
2031
$17.7M ﹤0.01%
141,331
-4,813
2032
$17.7M ﹤0.01%
186,760
+6,612
2033
$17.7M ﹤0.01%
2,574,209
+76,069
2034
$17.7M ﹤0.01%
288,869
-180,750
2035
$17.6M ﹤0.01%
4,255,386
+200,000
2036
$17.6M ﹤0.01%
77,311
+64,149
2037
$17.6M ﹤0.01%
194,788
-49,561
2038
$17.6M ﹤0.01%
214,119
+14,620
2039
$17.5M ﹤0.01%
798,398
+61,375
2040
$17.5M ﹤0.01%
170,720
+25,801
2041
$17.5M ﹤0.01%
625,489
-8,562
2042
$17.5M ﹤0.01%
553,314
+363,661
2043
$17.5M ﹤0.01%
1,100,317
-79,534
2044
$17.5M ﹤0.01%
2,823,228
-1,338,402
2045
$17.5M ﹤0.01%
169,426
-145,247
2046
$17.5M ﹤0.01%
5,864,038
-36,497
2047
$17.5M ﹤0.01%
2,266,816
+2,117,459
2048
$17.4M ﹤0.01%
842,647
-37,985
2049
$17.4M ﹤0.01%
158,687
-29,817
2050
$17.4M ﹤0.01%
748,176
+257,197