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
2801
$6.87M ﹤0.01%
540,665
-3,059
2802
$6.86M ﹤0.01%
204,425
-35,174
2803
$6.85M ﹤0.01%
2,831,310
+1,693,856
2804
$6.84M ﹤0.01%
453,281
+285,966
2805
$6.84M ﹤0.01%
201,071
-586,155
2806
$6.84M ﹤0.01%
582,171
+336,574
2807
$6.84M ﹤0.01%
14,062
-66,586
2808
$6.84M ﹤0.01%
451,635
+9,100
2809
$6.83M ﹤0.01%
433,646
+196,649
2810
$6.82M ﹤0.01%
101,097
-104,085
2811
$6.82M ﹤0.01%
814,691
+16,455
2812
$6.8M ﹤0.01%
6,838
+5,472
2813
$6.79M ﹤0.01%
161,804
-100,280
2814
$6.79M ﹤0.01%
179,350
+20,607
2815
$6.78M ﹤0.01%
122,818
-45,795
2816
$6.78M ﹤0.01%
177,323
+82,033
2817
$6.77M ﹤0.01%
90,545
+40,535
2818
$6.77M ﹤0.01%
724,717
-172,550
2819
$6.75M ﹤0.01%
123,554
+9,737
2820
$6.75M ﹤0.01%
182,569
+80,356
2821
$6.74M ﹤0.01%
119,765
+69,340
2822
$6.74M ﹤0.01%
463,314
-244,055
2823
$6.73M ﹤0.01%
170,901
+5,868
2824
$6.72M ﹤0.01%
73,416
+18,815
2825
$6.71M ﹤0.01%
170,248
-11,996
111 112
113
114 115