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
301
$264M 0.06%
2,790,144
+357,703
302
$263M 0.06%
8,980,900
-664,073
303
$260M 0.06%
4,023,345
-263,179
304
$260M 0.06%
7,759,979
+603,069
305
$259M 0.06%
1,233,344
-53,945
306
$258M 0.06%
3,752,457
-48,116
307
$257M 0.06%
12,463,111
-4,347,285
308
$257M 0.06%
6,120,232
+2,260,251
309
$256M 0.06%
3,019,682
+613,136
310
$256M 0.06%
3,180,520
-102,608
311
$255M 0.06%
1,331,734
+263,015
312
$255M 0.06%
10,756,356
-1,293,740
313
$255M 0.06%
8,753,305
+519,036
314
$253M 0.06%
1,585,923
+149,344
315
$253M 0.06%
4,688,056
+2,288,245
316
$252M 0.06%
7,159,816
+2,051,714
317
$248M 0.06%
2,479,057
+45,925
318
$246M 0.06%
725
319
$246M 0.06%
2,198,531
+792,845
320
$246M 0.06%
4,884,847
+8,567
321
$244M 0.06%
2,487,653
+99,496
322
$244M 0.06%
11,541,403
-1,435,202
323
$243M 0.06%
3,872,590
+1,153,320
324
$243M 0.06%
1,964,987
-1,562,650
325
$240M 0.06%
1,174,952
+209,978
11 12
13
14 15