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
3826
$2.36M ﹤0.01%
72,346
+8,642
3827
$2.35M ﹤0.01%
81,359
-66,572
3828
$2.35M ﹤0.01%
42,730
+2,559
3829
$2.35M ﹤0.01%
238,027
+140,144
3830
$2.35M ﹤0.01%
92,097
+20,297
3831
$2.35M ﹤0.01%
141,103
+101,913
3832
$2.35M ﹤0.01%
19,558
+11,946
3833
$2.35M ﹤0.01%
100,285
+50,548
3834
$2.34M ﹤0.01%
100,123
-723,459
3835
$2.34M ﹤0.01%
154,492
+73,514
3836
$2.34M ﹤0.01%
265,098
+70,749
3837
$2.33M ﹤0.01%
135,746
+9,956
3838
$2.33M ﹤0.01%
407,976
+19,072
3839
$2.33M ﹤0.01%
45,091
+15,251
3840
$2.33M ﹤0.01%
391,197
+2,460
3841
$2.33M ﹤0.01%
208,886
+23,998
3842
$2.32M ﹤0.01%
112,422
-17,310
3843
$2.32M ﹤0.01%
212,966
+49,591
3844
$2.32M ﹤0.01%
3,432,419
+2,191,361
3845
$2.32M ﹤0.01%
65,139
+26,240
3846
$2.32M ﹤0.01%
53,516
-3,442
3847
$2.31M ﹤0.01%
36,235
+2,610
3848
$2.31M ﹤0.01%
183,515
+102,527
3849
$2.3M ﹤0.01%
54,641
-19,901
3850
$2.29M ﹤0.01%
73,004
-17,715
152 153
154
155 156