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
2626
$8.13M ﹤0.01%
303,382
+185,051
2627
$8.13M ﹤0.01%
236,352
+71,382
2628
$8.12M ﹤0.01%
167,660
+101,052
2629
$8.12M ﹤0.01%
7,063
+4,316
2630
$8.12M ﹤0.01%
283,918
+2,146
2631
$8.12M ﹤0.01%
165,483
+7,733
2632
$8.1M ﹤0.01%
776,979
+150,058
2633
$8.09M ﹤0.01%
1,574,518
+684,917
2634
$8.09M ﹤0.01%
226,441
+219,156
2635
$8.08M ﹤0.01%
313,468
-48,111
2636
$8.04M ﹤0.01%
180,177
+51,725
2637
$8.04M ﹤0.01%
326,219
+93,770
2638
$8.04M ﹤0.01%
461,756
+132,174
2639
$8.03M ﹤0.01%
163,775
-47,326
2640
$8.02M ﹤0.01%
612,654
-118,787
2641
$8.01M ﹤0.01%
334,119
+149,818
2642
$8.01M ﹤0.01%
413,728
+406,421
2643
$8.01M ﹤0.01%
198,641
+2,371
2644
$8M ﹤0.01%
149,832
-2,277
2645
$8M ﹤0.01%
199,648
+11,589
2646
$7.96M ﹤0.01%
197,536
+105,502
2647
$7.96M ﹤0.01%
271,806
+16,170
2648
$7.96M ﹤0.01%
200,593
+108,590
2649
$7.92M ﹤0.01%
430,805
+74,578
2650
$7.92M ﹤0.01%
240,883
+54,004
104 105
106
107 108