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
2526
$8.89M ﹤0.01%
2,147,060
+1,292,721
2527
$8.89M ﹤0.01%
699,825
+331,179
2528
$8.87M ﹤0.01%
306,654
-15,260
2529
$8.86M ﹤0.01%
2,134,895
-111,371
2530
$8.85M ﹤0.01%
340,346
+31,405
2531
$8.82M ﹤0.01%
342,441
-17,832
2532
$8.81M ﹤0.01%
195,279
+57,668
2533
$8.8M ﹤0.01%
621,288
-536,720
2534
$8.77M ﹤0.01%
492,844
+27,619
2535
$8.76M ﹤0.01%
651,492
+27,699
2536
$8.76M ﹤0.01%
603,408
+235,953
2537
$8.75M ﹤0.01%
292,211
+181,552
2538
$8.75M ﹤0.01%
1,065,498
+513,903
2539
$8.74M ﹤0.01%
340,880
-265,172
2540
$8.74M ﹤0.01%
939,208
+78,719
2541
$8.73M ﹤0.01%
243,931
+178,948
2542
$8.72M ﹤0.01%
126,869
-9,598
2543
$8.72M ﹤0.01%
185,496
+18,044
2544
$8.72M ﹤0.01%
44,636
+11,911
2545
$8.72M ﹤0.01%
122,691
+13,219
2546
$8.69M ﹤0.01%
124,853
+74,284
2547
$8.69M ﹤0.01%
321,175
+2,306
2548
$8.68M ﹤0.01%
176,944
+39,498
2549
$8.67M ﹤0.01%
1,021,530
+697,507
2550
$8.67M ﹤0.01%
348,901
+54,647
100 101
102
103 104