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
3226
$4.65M ﹤0.01%
228,939
+141,535
3227
$4.64M ﹤0.01%
111,534
-71,366
3228
$4.64M ﹤0.01%
220,244
+94,299
3229
$4.64M ﹤0.01%
1,000,495
+128,589
3230
$4.64M ﹤0.01%
438,117
+11,585
3231
$4.64M ﹤0.01%
242,193
-48,185
3232
$4.63M ﹤0.01%
113,551
+21,905
3233
$4.63M ﹤0.01%
359,621
+339,472
3234
$4.62M ﹤0.01%
440,181
-1,186,680
3235
$4.6M ﹤0.01%
31,184
-548
3236
$4.6M ﹤0.01%
220,960
-2,247
3237
$4.59M ﹤0.01%
132,605
-3,166
3238
$4.59M ﹤0.01%
195,423
+127,508
3239
$4.59M ﹤0.01%
115,967
+104,268
3240
$4.57M ﹤0.01%
572,100
+39,079
3241
$4.57M ﹤0.01%
792,323
+47,480
3242
$4.56M ﹤0.01%
132,965
+71,364
3243
$4.56M ﹤0.01%
432,040
-100,493
3244
$4.56M ﹤0.01%
122,567
+1,271
3245
$4.55M ﹤0.01%
193,951
+13,396
3246
$4.55M ﹤0.01%
120,562
+4,843
3247
$4.54M ﹤0.01%
336,565
+40,230
3248
$4.53M ﹤0.01%
247,263
+102,605
3249
$4.53M ﹤0.01%
153,121
+41,282
3250
$4.53M ﹤0.01%
119,032
+31,105
128 129
130
131 132