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
2601
$8.28M ﹤0.01%
205,457
+74,814
2602
$8.28M ﹤0.01%
380,678
+131,191
2603
$8.28M ﹤0.01%
263,951
+15,702
2604
$8.28M ﹤0.01%
62,065
-52,568
2605
$8.27M ﹤0.01%
119,671
-108,896
2606
$8.27M ﹤0.01%
241,577
+83,922
2607
$8.26M ﹤0.01%
614,738
+239,786
2608
$8.26M ﹤0.01%
246,540
-219,234
2609
$8.26M ﹤0.01%
158,440
+118,838
2610
$8.26M ﹤0.01%
320,001
+20,273
2611
$8.25M ﹤0.01%
46,811
+18,693
2612
$8.25M ﹤0.01%
497,007
-47,311
2613
$8.23M ﹤0.01%
187,583
+74,857
2614
$8.23M ﹤0.01%
1,360,414
+1,194,293
2615
$8.22M ﹤0.01%
69,359
+26,055
2616
$8.2M ﹤0.01%
189,664
+167,100
2617
$8.18M ﹤0.01%
69,788
+36,927
2618
$8.18M ﹤0.01%
309,515
+223,464
2619
$8.18M ﹤0.01%
421,862
-6,880
2620
$8.18M ﹤0.01%
268,004
-1,740
2621
$8.17M ﹤0.01%
289,539
+166,490
2622
$8.14M ﹤0.01%
114,669
+32,893
2623
$8.14M ﹤0.01%
6,361,060
-34,068
2624
$8.14M ﹤0.01%
109,240
+58,000
2625
$8.13M ﹤0.01%
224,107
+66,103
103 104
105
106 107