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
3526
$3.44M ﹤0.01%
400,585
-350,505
3527
$3.44M ﹤0.01%
55,024
+20,004
3528
$3.43M ﹤0.01%
48,437
+19,971
3529
$3.43M ﹤0.01%
47,390
+8,356
3530
$3.43M ﹤0.01%
223,543
-5,684
3531
$3.42M ﹤0.01%
145,418
+2,234
3532
$3.41M ﹤0.01%
339,070
+7,578
3533
$3.41M ﹤0.01%
100,646
+43,753
3534
$3.4M ﹤0.01%
206,707
-4,339
3535
$3.4M ﹤0.01%
17,786
+14,275
3536
$3.4M ﹤0.01%
250,542
+22,267
3537
$3.4M ﹤0.01%
99,425
+1,925
3538
$3.4M ﹤0.01%
77,159
+55,023
3539
$3.39M ﹤0.01%
51,407
-2,387
3540
$3.37M ﹤0.01%
633,200
+59,083
3541
$3.37M ﹤0.01%
236,918
-25,830
3542
$3.36M ﹤0.01%
87,319
+20,190
3543
$3.36M ﹤0.01%
94,817
+39,968
3544
$3.35M ﹤0.01%
129,353
+72,751
3545
$3.35M ﹤0.01%
222,185
-46,833
3546
$3.35M ﹤0.01%
44,532
+550
3547
$3.35M ﹤0.01%
151,835
+132,568
3548
$3.34M ﹤0.01%
61,009
-56,863
3549
$3.34M ﹤0.01%
44,080
+16,840
3550
$3.33M ﹤0.01%
519,957
+192,110
140 141
142
143 144