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
2726
$7.42M ﹤0.01%
112,337
+73,916
2727
$7.42M ﹤0.01%
206,530
+10,996
2728
$7.42M ﹤0.01%
293,710
+58,417
2729
$7.41M ﹤0.01%
283,665
-604,351
2730
$7.41M ﹤0.01%
145,418
-1,493
2731
$7.41M ﹤0.01%
88,700
+10,511
2732
$7.41M ﹤0.01%
261,633
-29,190
2733
$7.4M ﹤0.01%
123,285
+122,857
2734
$7.4M ﹤0.01%
162,771
-32,347
2735
$7.4M ﹤0.01%
46,525
-1,739
2736
$7.39M ﹤0.01%
860,845
+106,687
2737
$7.37M ﹤0.01%
176,954
+100,928
2738
$7.36M ﹤0.01%
356,990
+7,944
2739
$7.35M ﹤0.01%
138,324
-3,994
2740
$7.35M ﹤0.01%
169,805
+91,149
2741
$7.35M ﹤0.01%
283,064
-435,217
2742
$7.34M ﹤0.01%
450,098
+108,011
2743
$7.34M ﹤0.01%
153,669
+130,680
2744
$7.33M ﹤0.01%
90,610
-277,273
2745
$7.29M ﹤0.01%
756,003
+50,588
2746
$7.29M ﹤0.01%
88,964
+1,047
2747
$7.27M ﹤0.01%
491,934
+83,928
2748
$7.26M ﹤0.01%
357,394
-48,371
2749
$7.25M ﹤0.01%
489,360
-22,203
2750
$7.25M ﹤0.01%
124,400
+20,698
108 109
110
111 112