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
3176
$4.94M ﹤0.01%
898,118
+279,904
3177
$4.93M ﹤0.01%
190,521
+115,257
3178
$4.93M ﹤0.01%
305,394
-10,861
3179
$4.91M ﹤0.01%
182,159
-517,775
3180
$4.91M ﹤0.01%
408,012
+122,089
3181
$4.9M ﹤0.01%
69,891
+12,104
3182
$4.9M ﹤0.01%
410,963
-106,966
3183
$4.89M ﹤0.01%
141,511
-146,113
3184
$4.88M ﹤0.01%
147,448
+12,110
3185
$4.87M ﹤0.01%
261,728
+193,869
3186
$4.87M ﹤0.01%
19,519
+1,957
3187
$4.87M ﹤0.01%
254,172
+26,856
3188
$4.86M ﹤0.01%
162,053
-14,533
3189
$4.86M ﹤0.01%
1,051,027
-587,094
3190
$4.84M ﹤0.01%
122,898
-1,514
3191
$4.84M ﹤0.01%
70,952
-1,295
3192
$4.84M ﹤0.01%
166,074
+38,478
3193
$4.82M ﹤0.01%
99,985
+435
3194
$4.82M ﹤0.01%
87,855
+21,152
3195
$4.82M ﹤0.01%
5,774
-696
3196
$4.82M ﹤0.01%
98,378
+69,383
3197
$4.82M ﹤0.01%
172,639
+140
3198
$4.81M ﹤0.01%
220,938
-546,230
3199
$4.8M ﹤0.01%
295,444
+89,760
3200
$4.79M ﹤0.01%
154,852
+108,187
126 127
128
129 130