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
2576
$8.46M ﹤0.01%
123,307
+89,836
2577
$8.46M ﹤0.01%
804,553
+172,155
2578
$8.46M ﹤0.01%
253,707
-29,815
2579
$8.45M ﹤0.01%
215,435
+32,761
2580
$8.45M ﹤0.01%
75,317
+9,941
2581
$8.44M ﹤0.01%
202,526
+108,748
2582
$8.43M ﹤0.01%
142,401
+95,494
2583
$8.41M ﹤0.01%
463,704
+76,859
2584
$8.4M ﹤0.01%
263,373
+70,476
2585
$8.4M ﹤0.01%
374,146
+137,131
2586
$8.39M ﹤0.01%
320,574
-370,823
2587
$8.39M ﹤0.01%
172,452
+47,383
2588
$8.38M ﹤0.01%
282,621
+49,365
2589
$8.38M ﹤0.01%
374,940
-737,786
2590
$8.38M ﹤0.01%
301,099
+28,630
2591
$8.36M ﹤0.01%
211,595
+9,605
2592
$8.35M ﹤0.01%
273,045
+86,842
2593
$8.34M ﹤0.01%
137,579
-72,628
2594
$8.33M ﹤0.01%
47,842
+13,799
2595
$8.32M ﹤0.01%
85,546
+23,691
2596
$8.3M ﹤0.01%
129,826
+5,226
2597
$8.3M ﹤0.01%
455,951
+230,234
2598
$8.3M ﹤0.01%
218,798
+55,580
2599
$8.28M ﹤0.01%
582,762
+50,343
2600
$8.28M ﹤0.01%
983,101
+216,738
102 103
104
105 106