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
3676
$2.83M ﹤0.01%
85,436
-47,800
3677
$2.82M ﹤0.01%
259,304
+10,224
3678
$2.82M ﹤0.01%
60,921
+41,473
3679
$2.82M ﹤0.01%
49,804
+25,883
3680
$2.81M ﹤0.01%
320,662
-351,527
3681
$2.8M ﹤0.01%
215,715
+3,212
3682
$2.79M ﹤0.01%
133,966
-176,207
3683
$2.79M ﹤0.01%
61,920
+13,614
3684
$2.79M ﹤0.01%
725,680
+215,438
3685
$2.79M ﹤0.01%
1,154,774
+53,912
3686
$2.78M ﹤0.01%
67,754
-229,787
3687
$2.78M ﹤0.01%
87,852
+34,090
3688
$2.78M ﹤0.01%
100,128
-1,537,061
3689
$2.78M ﹤0.01%
70,649
-284,572
3690
$2.78M ﹤0.01%
162,760
-346,936
3691
$2.78M ﹤0.01%
162,379
+36,644
3692
$2.78M ﹤0.01%
+25,556
3693
$2.78M ﹤0.01%
522,260
+361,743
3694
$2.77M ﹤0.01%
133,961
+38,459
3695
$2.77M ﹤0.01%
187,092
+790
3696
$2.77M ﹤0.01%
246,785
+26,828
3697
$2.77M ﹤0.01%
113,970
-155,944
3698
$2.77M ﹤0.01%
48,925
+2,866
3699
$2.76M ﹤0.01%
+181,830
3700
$2.75M ﹤0.01%
348,824
+29,166
146 147
148
149 150