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
3251
$4.51M ﹤0.01%
138,684
+47,709
3252
$4.51M ﹤0.01%
197,256
+56,373
3253
$4.5M ﹤0.01%
349,644
+18,393
3254
$4.5M ﹤0.01%
225,513
+56,151
3255
$4.5M ﹤0.01%
8,167
-6,504
3256
$4.49M ﹤0.01%
291,794
-348,851
3257
$4.49M ﹤0.01%
236,837
+149,177
3258
$4.49M ﹤0.01%
128,310
-370
3259
$4.48M ﹤0.01%
254,908
+254,298
3260
$4.48M ﹤0.01%
248,897
+115,535
3261
$4.48M ﹤0.01%
62,502
+9,409
3262
$4.48M ﹤0.01%
224,207
-34,090
3263
$4.47M ﹤0.01%
190,238
+19,493
3264
$4.47M ﹤0.01%
107,526
+12,441
3265
$4.47M ﹤0.01%
312,147
-70,736
3266
$4.47M ﹤0.01%
160,845
+38,556
3267
$4.46M ﹤0.01%
60,727
+13,455
3268
$4.46M ﹤0.01%
120,624
-1,438
3269
$4.45M ﹤0.01%
58,304
-1,993
3270
$4.45M ﹤0.01%
36,818
+2,702
3271
$4.44M ﹤0.01%
211,475
-6,247
3272
$4.44M ﹤0.01%
186,288
+74,142
3273
$4.43M ﹤0.01%
169,712
-7,455
3274
$4.43M ﹤0.01%
95,739
+11,988
3275
$4.42M ﹤0.01%
141,086
+15,319
129 130
131
132 133