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
3026
$5.65M ﹤0.01%
2,031,878
+982,954
3027
$5.65M ﹤0.01%
99,077
-93,052
3028
$5.65M ﹤0.01%
77,489
+35,918
3029
$5.64M ﹤0.01%
34,544
+33,070
3030
$5.63M ﹤0.01%
340,188
-334,741
3031
$5.63M ﹤0.01%
129,811
+30,040
3032
$5.62M ﹤0.01%
283,010
-48,514
3033
$5.62M ﹤0.01%
565,967
-224,678
3034
$5.62M ﹤0.01%
382,534
+71,495
3035
$5.62M ﹤0.01%
562,102
-443,526
3036
$5.61M ﹤0.01%
62,789
+48,850
3037
$5.61M ﹤0.01%
146,283
-8,629
3038
$5.6M ﹤0.01%
198,006
+51,609
3039
$5.6M ﹤0.01%
87,119
-226,438
3040
$5.6M ﹤0.01%
57,892
+24,980
3041
$5.58M ﹤0.01%
284,832
+203,636
3042
$5.58M ﹤0.01%
44,796
+6,734
3043
$5.58M ﹤0.01%
630,346
+45,810
3044
$5.57M ﹤0.01%
7,871
-3,183
3045
$5.57M ﹤0.01%
254,208
-8,842
3046
$5.57M ﹤0.01%
440,727
+53,019
3047
$5.56M ﹤0.01%
179,506
-40,160
3048
$5.56M ﹤0.01%
117,917
+78,556
3049
$5.55M ﹤0.01%
103,046
+14,595
3050
$5.55M ﹤0.01%
147,875
+43,935