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
3476
$3.62M ﹤0.01%
150,632
-124,788
3477
$3.62M ﹤0.01%
274,882
+29,024
3478
$3.61M ﹤0.01%
73,947
+45,412
3479
$3.61M ﹤0.01%
606,262
+142,714
3480
$3.61M ﹤0.01%
102,265
-3,643
3481
$3.6M ﹤0.01%
54,488
+6,821
3482
$3.6M ﹤0.01%
573,494
+231,318
3483
$3.59M ﹤0.01%
99,091
-30,018
3484
$3.59M ﹤0.01%
171,168
+111,053
3485
$3.59M ﹤0.01%
171,766
+43,890
3486
$3.58M ﹤0.01%
129,463
+127,313
3487
$3.58M ﹤0.01%
306,896
+250,145
3488
$3.57M ﹤0.01%
902,381
-119,338
3489
$3.57M ﹤0.01%
265,713
+14,238
3490
$3.57M ﹤0.01%
235,235
+6,805
3491
$3.57M ﹤0.01%
248,559
+13,734
3492
$3.57M ﹤0.01%
579,966
-12,073
3493
$3.57M ﹤0.01%
98,482
+68,915
3494
$3.56M ﹤0.01%
4,006,455
+3,128,002
3495
$3.56M ﹤0.01%
159,171
+3,846
3496
$3.56M ﹤0.01%
124,487
+37,488
3497
$3.56M ﹤0.01%
117,476
+22,792
3498
$3.55M ﹤0.01%
253,879
+6,888
3499
$3.54M ﹤0.01%
912,420
-80,687
3500
$3.54M ﹤0.01%
36,884
+9,557
138 139
140
141 142