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
3351
$4.12M ﹤0.01%
75,661
+681
3352
$4.12M ﹤0.01%
251,392
+3,665
3353
$4.12M ﹤0.01%
455,004
+763
3354
$4.12M ﹤0.01%
147,449
+108,827
3355
$4.11M ﹤0.01%
212,524
-62,891
3356
$4.11M ﹤0.01%
289,603
+66,141
3357
$4.11M ﹤0.01%
118,573
-4,001
3358
$4.1M ﹤0.01%
392,043
-741,065
3359
$4.1M ﹤0.01%
265,912
+43,186
3360
$4.09M ﹤0.01%
47,704
+36,555
3361
$4.09M ﹤0.01%
451,459
+111,685
3362
$4.08M ﹤0.01%
240,395
+6,525
3363
$4.08M ﹤0.01%
188,006
+47,313
3364
$4.08M ﹤0.01%
100,685
+80,218
3365
$4.07M ﹤0.01%
67,667
+18,993
3366
$4.07M ﹤0.01%
741,645
-113,986
3367
$4.06M ﹤0.01%
336,151
+18,631
3368
$4.06M ﹤0.01%
333,418
+2,678
3369
$4.06M ﹤0.01%
153,933
-28,751
3370
$4.06M ﹤0.01%
172,376
-4,826
3371
$4.04M ﹤0.01%
646,261
-115,019
3372
$4.04M ﹤0.01%
160
+95
3373
$4.03M ﹤0.01%
95,025
-249,312
3374
$4.03M ﹤0.01%
303,060
+181,465
3375
$4.03M ﹤0.01%
1,056,875
+66,268
133 134
135
136 137