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
3326
$4.23M ﹤0.01%
71,664
+44,879
3327
$4.23M ﹤0.01%
335,690
-28,431
3328
$4.22M ﹤0.01%
111,652
+80,514
3329
$4.21M ﹤0.01%
92,537
-13,935
3330
$4.2M ﹤0.01%
384,084
+77,321
3331
$4.2M ﹤0.01%
269,056
+8,235
3332
$4.19M ﹤0.01%
200,780
+79,499
3333
$4.19M ﹤0.01%
76,927
+20,668
3334
$4.19M ﹤0.01%
46,789
+30,792
3335
$4.19M ﹤0.01%
196,124
+131,487
3336
$4.18M ﹤0.01%
440,970
+238,809
3337
$4.17M ﹤0.01%
99,710
+1,980
3338
$4.17M ﹤0.01%
128,146
+64,489
3339
$4.16M ﹤0.01%
798,263
+186,877
3340
$4.16M ﹤0.01%
208,608
+20,821
3341
$4.16M ﹤0.01%
133,750
+34,403
3342
$4.15M ﹤0.01%
89,938
+14,841
3343
$4.15M ﹤0.01%
77,721
+51,808
3344
$4.14M ﹤0.01%
193,268
+86,623
3345
$4.14M ﹤0.01%
172,812
+147,515
3346
$4.13M ﹤0.01%
205,400
+21,524
3347
$4.13M ﹤0.01%
55,650
-464,340
3348
$4.13M ﹤0.01%
1,246,262
+252,495
3349
$4.12M ﹤0.01%
78,914
+24,023
3350
$4.12M ﹤0.01%
75,188
+20,863
132 133
134
135 136