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
3776
$2.52M ﹤0.01%
76,545
+10,668
3777
$2.52M ﹤0.01%
235,660
-73,319
3778
$2.52M ﹤0.01%
145,563
+10,574
3779
$2.52M ﹤0.01%
602,989
+121,975
3780
$2.52M ﹤0.01%
597,166
+265,329
3781
$2.52M ﹤0.01%
153,369
-23,992
3782
$2.52M ﹤0.01%
100,615
+53,952
3783
$2.51M ﹤0.01%
62,311
+19,741
3784
$2.51M ﹤0.01%
46,760
+1,886
3785
$2.51M ﹤0.01%
75,982
-17,962
3786
$2.5M ﹤0.01%
149,396
+135,855
3787
$2.5M ﹤0.01%
105,118
+28,186
3788
$2.49M ﹤0.01%
6,969
+1,140
3789
$2.48M ﹤0.01%
122,278
+8,276
3790
$2.48M ﹤0.01%
17,942
+17,230
3791
$2.47M ﹤0.01%
134,800
+125,571
3792
$2.47M ﹤0.01%
168,596
-7,922
3793
$2.47M ﹤0.01%
282,291
-305,093
3794
$2.46M ﹤0.01%
183,081
+764
3795
$2.45M ﹤0.01%
119,625
+52,744
3796
$2.45M ﹤0.01%
270,934
+131,497
3797
$2.45M ﹤0.01%
343,842
+197,045
3798
$2.44M ﹤0.01%
364,644
+255,919
3799
$2.44M ﹤0.01%
183,299
+48,636
3800
$2.43M ﹤0.01%
22,122
+1,257
150 151
152
153 154