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
3701
$2.75M ﹤0.01%
127,343
-438,985
3702
$2.75M ﹤0.01%
198,938
+114,555
3703
$2.75M ﹤0.01%
14,986
-543
3704
$2.75M ﹤0.01%
539,506
+155,071
3705
$2.73M ﹤0.01%
83,351
-9,615
3706
$2.73M ﹤0.01%
288,298
-24,206
3707
$2.73M ﹤0.01%
2,049,701
+1,725,087
3708
$2.72M ﹤0.01%
1,295,452
+1,120,734
3709
$2.72M ﹤0.01%
180,179
-102,905
3710
$2.72M ﹤0.01%
312,847
+865
3711
$2.71M ﹤0.01%
113,319
+84,446
3712
$2.71M ﹤0.01%
172,090
+25,231
3713
$2.71M ﹤0.01%
258,833
+135,277
3714
$2.71M ﹤0.01%
24,693
+21,690
3715
$2.71M ﹤0.01%
297,002
+6,597
3716
$2.7M ﹤0.01%
530,161
+104,766
3717
$2.7M ﹤0.01%
66,193
+12,963
3718
$2.7M ﹤0.01%
1,241,682
+9,899
3719
$2.7M ﹤0.01%
397,929
+31,151
3720
$2.7M ﹤0.01%
446,625
+302,100
3721
$2.7M ﹤0.01%
185,285
+44,090
3722
$2.69M ﹤0.01%
61,599
+50,861
3723
$2.69M ﹤0.01%
26,887
+87
3724
$2.68M ﹤0.01%
63,514
+7,321
3725
$2.67M ﹤0.01%
438,695
-529,343
147 148
149
150 151