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
3001
$5.75M ﹤0.01%
143,668
-55,354
3002
$5.74M ﹤0.01%
234,226
+125,243
3003
$5.74M ﹤0.01%
158,385
+26,417
3004
$5.73M ﹤0.01%
36,379
+336
3005
$5.73M ﹤0.01%
279,758
-8,319
3006
$5.72M ﹤0.01%
235,605
-60,023
3007
$5.72M ﹤0.01%
290,724
+83,579
3008
$5.72M ﹤0.01%
20,339
+3,182
3009
$5.72M ﹤0.01%
342,675
+205,991
3010
$5.71M ﹤0.01%
131,570
+93,960
3011
$5.71M ﹤0.01%
246,399
+60,880
3012
$5.7M ﹤0.01%
386,688
+287,570
3013
$5.7M ﹤0.01%
184,508
-179
3014
$5.7M ﹤0.01%
88,993
+50,669
3015
$5.69M ﹤0.01%
1,380,082
+305,610
3016
$5.68M ﹤0.01%
296,904
+196,135
3017
$5.68M ﹤0.01%
38,800
-884
3018
$5.68M ﹤0.01%
953,043
+11,530
3019
$5.67M ﹤0.01%
881,219
-631,147
3020
$5.67M ﹤0.01%
910,260
-26,225
3021
$5.67M ﹤0.01%
78,807
+26,328
3022
$5.67M ﹤0.01%
463,908
+324,535
3023
$5.66M ﹤0.01%
274,097
-61,643
3024
$5.65M ﹤0.01%
131,812
+58,996
3025
$5.65M ﹤0.01%
134,024
+39,414
119 120
121
122 123