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
2901
$6.27M ﹤0.01%
217,354
+18,802
2902
$6.27M ﹤0.01%
377,835
+96,621
2903
$6.27M ﹤0.01%
958,028
+327,817
2904
$6.26M ﹤0.01%
611,091
-29,711
2905
$6.25M ﹤0.01%
148,196
-71,298
2906
$6.24M ﹤0.01%
26,991
+25,824
2907
$6.23M ﹤0.01%
986,035
-33,635
2908
$6.22M ﹤0.01%
199,716
+9,597
2909
$6.22M ﹤0.01%
125,099
+939
2910
$6.22M ﹤0.01%
1,285,251
+449,071
2911
$6.22M ﹤0.01%
108,296
+29,989
2912
$6.2M ﹤0.01%
594,980
-1,507,210
2913
$6.2M ﹤0.01%
146,589
+7,764
2914
$6.19M ﹤0.01%
401,606
+370,005
2915
$6.19M ﹤0.01%
150,159
+40,326
2916
$6.19M ﹤0.01%
1,375,052
-1,315,575
2917
$6.17M ﹤0.01%
302,209
+92,250
2918
$6.17M ﹤0.01%
241,348
+66,037
2919
$6.16M ﹤0.01%
83,884
+1,822
2920
$6.16M ﹤0.01%
161,907
+130,944
2921
$6.16M ﹤0.01%
126,593
+29,878
2922
$6.16M ﹤0.01%
2,463,423
-377,078
2923
$6.16M ﹤0.01%
496,967
-548,794
2924
$6.16M ﹤0.01%
226,322
-98,961
2925
$6.15M ﹤0.01%
98,371
+37,385
115 116
117
118 119