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
3626
$3.05M ﹤0.01%
84,999
+43,208
3627
$3.05M ﹤0.01%
130,792
+66,485
3628
$3.04M ﹤0.01%
833,719
+329,829
3629
$3.03M ﹤0.01%
75,860
+22,711
3630
$3.03M ﹤0.01%
80,175
+69,906
3631
$3.02M ﹤0.01%
115,701
-41,113
3632
$3.02M ﹤0.01%
113,803
+4,537
3633
$3M ﹤0.01%
46,681
-13,861
3634
$3M ﹤0.01%
138,513
+36,491
3635
$2.99M ﹤0.01%
97,888
-26,206
3636
$2.98M ﹤0.01%
191,807
-219,839
3637
$2.98M ﹤0.01%
176,239
-165,813
3638
$2.98M ﹤0.01%
240,158
-1,367
3639
$2.97M ﹤0.01%
210,060
+15,737
3640
$2.96M ﹤0.01%
53,428
+17,500
3641
$2.96M ﹤0.01%
89,095
+18,391
3642
$2.96M ﹤0.01%
37,016
-19,095
3643
$2.95M ﹤0.01%
135,999
+374
3644
$2.95M ﹤0.01%
195,649
+58,872
3645
$2.95M ﹤0.01%
85,684
-7,324
3646
$2.95M ﹤0.01%
330,807
+183,991
3647
$2.94M ﹤0.01%
261,355
+43,312
3648
$2.94M ﹤0.01%
135,862
+2,341
3649
$2.94M ﹤0.01%
10,140
+6,977
3650
$2.93M ﹤0.01%
154,508
+47,534
144 145
146
147 148