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
3551
$3.33M ﹤0.01%
22,228
-8,527
3552
$3.32M ﹤0.01%
39,327
+9,935
3553
$3.32M ﹤0.01%
36,204
-130,962
3554
$3.32M ﹤0.01%
103,683
+32,472
3555
$3.31M ﹤0.01%
34,509
+1,317
3556
$3.31M ﹤0.01%
79,622
+2,978
3557
$3.31M ﹤0.01%
129,654
+29,205
3558
$3.3M ﹤0.01%
50,200
+37,117
3559
$3.3M ﹤0.01%
101,688
-59,793
3560
$3.3M ﹤0.01%
271,284
+6,337
3561
$3.29M ﹤0.01%
427,741
+348,649
3562
$3.29M ﹤0.01%
126,139
+42,426
3563
$3.29M ﹤0.01%
174,918
+77,935
3564
$3.29M ﹤0.01%
98,562
+6,597
3565
$3.28M ﹤0.01%
170,068
+50,661
3566
$3.28M ﹤0.01%
44,384
-2,825
3567
$3.27M ﹤0.01%
86,372
+38,906
3568
$3.27M ﹤0.01%
241,799
+29,358
3569
$3.26M ﹤0.01%
69,474
+35,258
3570
$3.26M ﹤0.01%
56,792
-6,013
3571
$3.26M ﹤0.01%
2,171,149
+1,126,702
3572
$3.25M ﹤0.01%
129,741
+102,597
3573
$3.25M ﹤0.01%
77,444
+27,609
3574
$3.24M ﹤0.01%
166,431
+66,094
3575
$3.24M ﹤0.01%
180,780
-14,459
141 142
143
144 145