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
3076
$5.45M ﹤0.01%
185,313
-11,930
3077
$5.44M ﹤0.01%
207,298
-48,262
3078
$5.44M ﹤0.01%
70,224
+37,258
3079
$5.42M ﹤0.01%
113,448
+22,061
3080
$5.42M ﹤0.01%
343,487
+33,807
3081
$5.41M ﹤0.01%
91,301
+5,505
3082
$5.41M ﹤0.01%
156,775
+102,871
3083
$5.41M ﹤0.01%
169,427
+25,730
3084
$5.4M ﹤0.01%
146,865
+122,506
3085
$5.4M ﹤0.01%
162,773
+66,536
3086
$5.4M ﹤0.01%
112,369
-1,728
3087
$5.4M ﹤0.01%
154,304
+47,387
3088
$5.4M ﹤0.01%
386,827
+28,812
3089
$5.39M ﹤0.01%
446,961
-28,017
3090
$5.39M ﹤0.01%
119,977
+32,578
3091
$5.37M ﹤0.01%
158,181
-108,168
3092
$5.37M ﹤0.01%
124,308
+58,046
3093
$5.37M ﹤0.01%
73,341
-62,321
3094
$5.37M ﹤0.01%
192,917
+95,790
3095
$5.36M ﹤0.01%
83,278
+45,370
3096
$5.36M ﹤0.01%
213,053
+43,361
3097
$5.35M ﹤0.01%
218,193
+101,358
3098
$5.34M ﹤0.01%
261,235
+24,601
3099
$5.33M ﹤0.01%
319,553
-76,835
3100
$5.33M ﹤0.01%
278,742
+10,288
122 123
124
125 126