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
3601
$3.12M ﹤0.01%
57,755
-339
3602
$3.11M ﹤0.01%
164,839
-1,380
3603
$3.1M ﹤0.01%
138,915
+41,589
3604
$3.1M ﹤0.01%
121,918
+24,038
3605
$3.1M ﹤0.01%
404,618
+128,356
3606
$3.09M ﹤0.01%
505,199
+1,974
3607
$3.09M ﹤0.01%
46,275
+21,627
3608
$3.09M ﹤0.01%
174,145
+45,269
3609
$3.08M ﹤0.01%
230,288
-134,097
3610
$3.08M ﹤0.01%
47,673
-4,317
3611
$3.08M ﹤0.01%
312,745
+214,006
3612
$3.08M ﹤0.01%
+138,509
3613
$3.08M ﹤0.01%
65,096
-9,281
3614
$3.08M ﹤0.01%
1,314,318
+384,739
3615
$3.08M ﹤0.01%
529,198
+519,881
3616
$3.08M ﹤0.01%
375,393
+16,110
3617
$3.07M ﹤0.01%
519,559
+21,868
3618
$3.07M ﹤0.01%
29,686
-1,511
3619
$3.07M ﹤0.01%
71,178
+44,535
3620
$3.07M ﹤0.01%
314,048
+307,748
3621
$3.07M ﹤0.01%
287,183
-210,863
3622
$3.07M ﹤0.01%
218,990
+72,027
3623
$3.06M ﹤0.01%
+143,863
3624
$3.06M ﹤0.01%
155,661
-20,493
3625
$3.06M ﹤0.01%
56,915
+10,716
143 144
145
146 147