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
2501
$9.11M ﹤0.01%
127,491
+6,197
2502
$9.1M ﹤0.01%
139,610
-448,627
2503
$9.1M ﹤0.01%
608,476
+9,326
2504
$9.09M ﹤0.01%
113,484
+66,942
2505
$9.08M ﹤0.01%
186,944
+38,588
2506
$9.07M ﹤0.01%
183,214
+83,111
2507
$9.07M ﹤0.01%
311,277
+144,044
2508
$9.06M ﹤0.01%
53,613
-2,929
2509
$9.05M ﹤0.01%
1,058,919
+230,246
2510
$9.04M ﹤0.01%
618,112
+153,392
2511
$9.03M ﹤0.01%
410,244
+319,762
2512
$9.02M ﹤0.01%
+176,471
2513
$9.01M ﹤0.01%
490,011
+88,344
2514
$9M ﹤0.01%
214,833
+46,695
2515
$9M ﹤0.01%
145,691
+24,709
2516
$8.98M ﹤0.01%
216,265
-3,809
2517
$8.96M ﹤0.01%
256,317
+44,830
2518
$8.96M ﹤0.01%
452,372
+36,437
2519
$8.96M ﹤0.01%
710,230
+20,390
2520
$8.96M ﹤0.01%
411,907
-4,921
2521
$8.94M ﹤0.01%
72,156
+26,339
2522
$8.93M ﹤0.01%
369,446
+17,702
2523
$8.92M ﹤0.01%
107,684
+7,668
2524
$8.92M ﹤0.01%
160,771
+10,929
2525
$8.9M ﹤0.01%
218,079
+62,838