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
2851
$6.57M ﹤0.01%
97,373
+30,117
2852
$6.57M ﹤0.01%
128,142
+31,899
2853
$6.57M ﹤0.01%
263,750
+30,579
2854
$6.57M ﹤0.01%
66,451
+39,680
2855
$6.57M ﹤0.01%
55,783
+37,676
2856
$6.56M ﹤0.01%
531,719
+143,329
2857
$6.56M ﹤0.01%
604,715
+115,182
2858
$6.55M ﹤0.01%
50,600
+7,611
2859
$6.54M ﹤0.01%
482,303
+63,475
2860
$6.51M ﹤0.01%
2,055,306
-112,630
2861
$6.51M ﹤0.01%
403,138
+347,853
2862
$6.51M ﹤0.01%
351,911
+265,064
2863
$6.49M ﹤0.01%
170,129
+41,940
2864
$6.49M ﹤0.01%
183,822
-179,826
2865
$6.49M ﹤0.01%
329,939
+262,658
2866
$6.48M ﹤0.01%
142,929
+41,486
2867
$6.47M ﹤0.01%
739,883
-88,097
2868
$6.47M ﹤0.01%
546,087
-91,876
2869
$6.46M ﹤0.01%
171,267
+14,572
2870
$6.44M ﹤0.01%
227,705
-91,090
2871
$6.43M ﹤0.01%
70,476
+35,925
2872
$6.42M ﹤0.01%
396,152
+13,458
2873
$6.42M ﹤0.01%
56,976
+6,494
2874
$6.41M ﹤0.01%
85,017
-67,230
2875
$6.4M ﹤0.01%
82,107
+26,480
113 114
115
116 117