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
3801
$2.42M ﹤0.01%
28,185
-874
3802
$2.42M ﹤0.01%
5,815
+5,676
3803
$2.42M ﹤0.01%
15,156
+4,437
3804
$2.42M ﹤0.01%
151,393
-111,577
3805
$2.42M ﹤0.01%
105,540
+39,476
3806
$2.42M ﹤0.01%
49,345
+36,979
3807
$2.41M ﹤0.01%
38,548
+30,398
3808
$2.41M ﹤0.01%
164,611
+21,180
3809
$2.41M ﹤0.01%
353,594
+4,197
3810
$2.41M ﹤0.01%
102,175
+10,179
3811
$2.41M ﹤0.01%
38,678
+30,342
3812
$2.4M ﹤0.01%
22,395
+11,682
3813
$2.4M ﹤0.01%
77,650
+71,512
3814
$2.4M ﹤0.01%
178,758
+5,592
3815
$2.39M ﹤0.01%
79,115
+1,663
3816
$2.38M ﹤0.01%
105,436
+92,892
3817
$2.38M ﹤0.01%
171,530
+29,285
3818
$2.38M ﹤0.01%
38,289
-302,667
3819
$2.38M ﹤0.01%
56,068
-8,311
3820
$2.38M ﹤0.01%
465,335
+222,040
3821
$2.38M ﹤0.01%
234,066
-92,598
3822
$2.37M ﹤0.01%
173,248
+33,847
3823
$2.37M ﹤0.01%
110,604
+102,385
3824
$2.37M ﹤0.01%
71,212
+43,336
3825
$2.36M ﹤0.01%
185,138
-4,746
151 152
153
154 155