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
2876
$6.39M ﹤0.01%
45,820
+236
2877
$6.38M ﹤0.01%
24,600
-31,906
2878
$6.37M ﹤0.01%
172,732
+120,644
2879
$6.37M ﹤0.01%
107,768
+71,915
2880
$6.37M ﹤0.01%
346,866
+18,287
2881
$6.36M ﹤0.01%
209,788
+26,177
2882
$6.36M ﹤0.01%
186,327
-193,543
2883
$6.36M ﹤0.01%
212,389
+41,216
2884
$6.35M ﹤0.01%
233,574
+27,654
2885
$6.35M ﹤0.01%
112,817
+1,958
2886
$6.35M ﹤0.01%
872,512
-28,802
2887
$6.35M ﹤0.01%
174,255
+121,203
2888
$6.34M ﹤0.01%
210,728
+30,420
2889
$6.33M ﹤0.01%
131,028
+3,084
2890
$6.32M ﹤0.01%
395,436
-11,167
2891
$6.32M ﹤0.01%
904,434
+12,431
2892
$6.32M ﹤0.01%
1,205,785
-1,296,416
2893
$6.32M ﹤0.01%
786,740
-51,664
2894
$6.32M ﹤0.01%
293,752
-235,413
2895
$6.31M ﹤0.01%
134,982
+1,308
2896
$6.3M ﹤0.01%
383,602
-384,996
2897
$6.29M ﹤0.01%
261,574
-3,859
2898
$6.29M ﹤0.01%
101,266
+22,368
2899
$6.28M ﹤0.01%
679,133
+162,383
2900
$6.28M ﹤0.01%
43,603
+9,367
114 115
116
117 118