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
3726
$2.67M ﹤0.01%
28,322
-44,367
3727
$2.67M ﹤0.01%
101,237
+4,841
3728
$2.67M ﹤0.01%
50,701
+21,561
3729
$2.67M ﹤0.01%
121,155
+62,130
3730
$2.66M ﹤0.01%
34,578
+4,140
3731
$2.66M ﹤0.01%
119,287
+4,292
3732
$2.66M ﹤0.01%
57,632
+16,650
3733
$2.65M ﹤0.01%
252,126
+195,529
3734
$2.65M ﹤0.01%
369,811
+107,637
3735
$2.65M ﹤0.01%
192,939
+143,118
3736
$2.65M ﹤0.01%
364,856
-227,090
3737
$2.65M ﹤0.01%
189,465
+5,247
3738
$2.64M ﹤0.01%
1,190
+601
3739
$2.64M ﹤0.01%
187,348
+62,208
3740
$2.64M ﹤0.01%
53,031
-10,221
3741
$2.63M ﹤0.01%
82,419
+43,721
3742
$2.63M ﹤0.01%
218,192
+150,018
3743
$2.63M ﹤0.01%
198,540
+63,186
3744
$2.63M ﹤0.01%
442,843
+27,156
3745
$2.63M ﹤0.01%
64,194
+44,899
3746
$2.62M ﹤0.01%
72,364
+60,504
3747
$2.62M ﹤0.01%
8,573
+4,648
3748
$2.62M ﹤0.01%
80,217
+16,696
3749
$2.62M ﹤0.01%
111,466
+70,176
3750
$2.61M ﹤0.01%
264,308
+90,605
148 149
150
151 152