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
2751
$7.24M ﹤0.01%
365,024
+156,769
2752
$7.24M ﹤0.01%
620,724
+332,876
2753
$7.22M ﹤0.01%
92,705
+27,755
2754
$7.22M ﹤0.01%
264,219
-24,965
2755
$7.21M ﹤0.01%
228,659
+7,595
2756
$7.2M ﹤0.01%
178,564
+50,951
2757
$7.19M ﹤0.01%
225,756
+87,196
2758
$7.18M ﹤0.01%
114,401
+62,649
2759
$7.18M ﹤0.01%
715,444
+263,965
2760
$7.18M ﹤0.01%
161,293
+23,679
2761
$7.18M ﹤0.01%
73,431
+25,239
2762
$7.18M ﹤0.01%
589,634
+396,887
2763
$7.16M ﹤0.01%
208,491
+13,875
2764
$7.16M ﹤0.01%
196,029
+55,455
2765
$7.16M ﹤0.01%
191,492
-69,352
2766
$7.16M ﹤0.01%
139,857
-28,236
2767
$7.15M ﹤0.01%
169,533
-329,289
2768
$7.15M ﹤0.01%
316,217
+32,942
2769
$7.15M ﹤0.01%
195,734
+59,677
2770
$7.14M ﹤0.01%
377,366
-47,516
2771
$7.13M ﹤0.01%
172,845
-39,724
2772
$7.13M ﹤0.01%
154,829
-230,656
2773
$7.11M ﹤0.01%
164,938
+107,890
2774
$7.1M ﹤0.01%
68,646
-444,616
2775
$7.1M ﹤0.01%
514,095
+160,264
109 110
111
112 113