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
$430B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1 +$916M
2 +$825M
3 +$718M
4
SHOP icon
Shopify
SHOP
+$683M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$665M

Top Sells

1 +$1.3B
2 +$985M
3 +$893M
4
GLD icon
SPDR Gold Trust
GLD
+$570M
5
BPL
Buckeye Partners, L.P.
BPL
+$505M

Sector Composition

1 Technology 15.05%
2 Healthcare 10.24%
3 Financials 9.62%
4 Communication Services 7.71%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$9.37M ﹤0.01%
81,928
-105,232
2477
$9.36M ﹤0.01%
85,644
+15,677
2478
$9.34M ﹤0.01%
111,887
+19,522
2479
$9.33M ﹤0.01%
393,928
+7,976
2480
$9.32M ﹤0.01%
+245,038
2481
$9.31M ﹤0.01%
415,913
+214,620
2482
$9.29M ﹤0.01%
2,141,265
+1,800,882
2483
$9.27M ﹤0.01%
442,552
+24,011
2484
$9.26M ﹤0.01%
321,586
+23,173
2485
$9.22M ﹤0.01%
554,260
+170,350
2486
$9.21M ﹤0.01%
170,848
+199
2487
$9.2M ﹤0.01%
974,477
+80,239
2488
$9.2M ﹤0.01%
579,286
-428,680
2489
$9.19M ﹤0.01%
76,062
+18,194
2490
$9.19M ﹤0.01%
130,079
+35,394
2491
$9.19M ﹤0.01%
876,821
+6,318
2492
$9.19M ﹤0.01%
2,251,421
-94,524
2493
$9.18M ﹤0.01%
154,043
+53,492
2494
$9.18M ﹤0.01%
228,231
+9,597
2495
$9.16M ﹤0.01%
447,174
+141,025
2496
$9.14M ﹤0.01%
87,496
+23,133
2497
$9.14M ﹤0.01%
304,587
-537,529
2498
$9.13M ﹤0.01%
83,316
-1,828
2499
$9.13M ﹤0.01%
1,370,295
+318,616
2500
$9.11M ﹤0.01%
190,651
+20,828