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
2776
$7.1M ﹤0.01%
263,343
+102,275
2777
$7.09M ﹤0.01%
230,810
+11,246
2778
$7.07M ﹤0.01%
82,185
+45,024
2779
$7.06M ﹤0.01%
166,972
+11,789
2780
$7.05M ﹤0.01%
331,370
+146,716
2781
$7.05M ﹤0.01%
348,683
-2,388
2782
$7.05M ﹤0.01%
216,528
-5,846
2783
$7.01M ﹤0.01%
258,812
+118,873
2784
$7M ﹤0.01%
61,513
-29,124
2785
$7M ﹤0.01%
90,605
-925
2786
$6.98M ﹤0.01%
328,337
-97,782
2787
$6.98M ﹤0.01%
140,135
+64,475
2788
$6.97M ﹤0.01%
492,362
+155,261
2789
$6.96M ﹤0.01%
304,798
-891,523
2790
$6.96M ﹤0.01%
101,845
-200,269
2791
$6.96M ﹤0.01%
134,695
+59,383
2792
$6.95M ﹤0.01%
1,057,454
+287,648
2793
$6.95M ﹤0.01%
49,309
+35,539
2794
$6.94M ﹤0.01%
398,016
+263,221
2795
$6.93M ﹤0.01%
319,648
+3,339
2796
$6.93M ﹤0.01%
192,379
-3,639
2797
$6.91M ﹤0.01%
87,610
+40,501
2798
$6.89M ﹤0.01%
159,878
+90,222
2799
$6.88M ﹤0.01%
169,877
+82,960
2800
$6.88M ﹤0.01%
91,879
+65,826
110 111
112
113 114