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
3376
$4.02M ﹤0.01%
158,765
-51,683
3377
$4.02M ﹤0.01%
108,048
+67,656
3378
$4.01M ﹤0.01%
161,442
+20,148
3379
$4M ﹤0.01%
105,246
+20,977
3380
$3.99M ﹤0.01%
208,856
-344,282
3381
$3.99M ﹤0.01%
178,564
+68,767
3382
$3.99M ﹤0.01%
56,247
+21,643
3383
$3.98M ﹤0.01%
148,619
+41,932
3384
$3.98M ﹤0.01%
65,410
+524
3385
$3.98M ﹤0.01%
77,710
+22,489
3386
$3.98M ﹤0.01%
41,765
+459
3387
$3.97M ﹤0.01%
28,801
+933
3388
$3.97M ﹤0.01%
122,331
-37,113
3389
$3.97M ﹤0.01%
397,866
+371,359
3390
$3.96M ﹤0.01%
3,095
-868
3391
$3.96M ﹤0.01%
308,018
+10,230
3392
$3.95M ﹤0.01%
96,630
+137
3393
$3.95M ﹤0.01%
116,888
-15,826
3394
$3.95M ﹤0.01%
84,214
-227
3395
$3.94M ﹤0.01%
40,522
-898
3396
$3.93M ﹤0.01%
331,115
+39,724
3397
$3.92M ﹤0.01%
122,424
+73,552
3398
$3.92M ﹤0.01%
54,234
+32,586
3399
$3.91M ﹤0.01%
250,188
-7,236
3400
$3.9M ﹤0.01%
175,928
+45,848
134 135
136
137 138