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
3051
$5.54M ﹤0.01%
62,024
+16,712
3052
$5.54M ﹤0.01%
5,698
+2,474
3053
$5.54M ﹤0.01%
108,762
+10,768
3054
$5.54M ﹤0.01%
167,795
+45,614
3055
$5.53M ﹤0.01%
14,072
+5,016
3056
$5.52M ﹤0.01%
173,900
+84,292
3057
$5.52M ﹤0.01%
197,018
+52,388
3058
$5.52M ﹤0.01%
524,981
-94,693
3059
$5.51M ﹤0.01%
148,857
+61,091
3060
$5.51M ﹤0.01%
3,921
-24
3061
$5.51M ﹤0.01%
398,253
-87,550
3062
$5.51M ﹤0.01%
729,289
-11,207
3063
$5.5M ﹤0.01%
146,520
+85,914
3064
$5.5M ﹤0.01%
1,249,161
+169,217
3065
$5.49M ﹤0.01%
55,037
+2,201
3066
$5.49M ﹤0.01%
45,068
+20,712
3067
$5.48M ﹤0.01%
230,909
+75,202
3068
$5.48M ﹤0.01%
761,545
+24,794
3069
$5.47M ﹤0.01%
113,578
+8,303
3070
$5.47M ﹤0.01%
155,277
+46,261
3071
$5.46M ﹤0.01%
434,193
-24,526
3072
$5.46M ﹤0.01%
83,305
+4,113
3073
$5.46M ﹤0.01%
289,432
+137,496
3074
$5.46M ﹤0.01%
108,936
+1,080
3075
$5.45M ﹤0.01%
658,728
-1,438,191