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
3126
$5.19M ﹤0.01%
571,206
+50,405
3127
$5.18M ﹤0.01%
246,069
+67,664
3128
$5.18M ﹤0.01%
244,637
+25,507
3129
$5.18M ﹤0.01%
456,052
-298,118
3130
$5.17M ﹤0.01%
33,184
+2,263
3131
$5.17M ﹤0.01%
127,671
+75,209
3132
$5.16M ﹤0.01%
930,376
+100,351
3133
$5.15M ﹤0.01%
21,648
+9,785
3134
$5.14M ﹤0.01%
90,854
-204,135
3135
$5.14M ﹤0.01%
439,772
+1,708
3136
$5.14M ﹤0.01%
164,872
+41,761
3137
$5.12M ﹤0.01%
601,647
+18,729
3138
$5.12M ﹤0.01%
46,501
+17,176
3139
$5.11M ﹤0.01%
284,532
+107,370
3140
$5.1M ﹤0.01%
96,646
+9,996
3141
$5.1M ﹤0.01%
252,062
+66,287
3142
$5.1M ﹤0.01%
57,653
-14,723
3143
$5.09M ﹤0.01%
244,933
-8,405
3144
$5.09M ﹤0.01%
84,991
+26,399
3145
$5.09M ﹤0.01%
422,008
+54,816
3146
$5.08M ﹤0.01%
451,581
+144,101
3147
$5.08M ﹤0.01%
331,499
-30,849
3148
$5.07M ﹤0.01%
73,537
+935
3149
$5.07M ﹤0.01%
58,422
+31,332
3150
$5.06M ﹤0.01%
52,711
+14,900