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
3276
$4.41M ﹤0.01%
105,880
+6,740
3277
$4.41M ﹤0.01%
812,931
+55,589
3278
$4.41M ﹤0.01%
82,030
-118,360
3279
$4.4M ﹤0.01%
61,639
+4,632
3280
$4.4M ﹤0.01%
917,924
+570,427
3281
$4.4M ﹤0.01%
173,899
+45,763
3282
$4.4M ﹤0.01%
159,512
+22,343
3283
$4.39M ﹤0.01%
135,981
+130,342
3284
$4.39M ﹤0.01%
+132,776
3285
$4.39M ﹤0.01%
2,524,633
-5,902,151
3286
$4.38M ﹤0.01%
79,012
-61,203
3287
$4.37M ﹤0.01%
107,058
-40,355
3288
$4.36M ﹤0.01%
325,705
-275,823
3289
$4.36M ﹤0.01%
92,736
-2,042
3290
$4.36M ﹤0.01%
74,193
-1,281
3291
$4.35M ﹤0.01%
270,596
-58,900
3292
$4.35M ﹤0.01%
105,588
+41,938
3293
$4.34M ﹤0.01%
296,463
-75,864
3294
$4.34M ﹤0.01%
73,027
-21,486
3295
$4.33M ﹤0.01%
248,809
+85,709
3296
$4.33M ﹤0.01%
63,854
+58,036
3297
$4.32M ﹤0.01%
289,894
+76,891
3298
$4.32M ﹤0.01%
430,272
+25,477
3299
$4.32M ﹤0.01%
81,471
+42,349
3300
$4.32M ﹤0.01%
14,225
-26,140
130 131
132
133 134