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
3851
$2.29M ﹤0.01%
160,969
+20,525
3852
$2.29M ﹤0.01%
296,623
+275,587
3853
$2.28M ﹤0.01%
150,522
+66,384
3854
$2.28M ﹤0.01%
130,420
+43,598
3855
$2.28M ﹤0.01%
3,668
-950
3856
$2.28M ﹤0.01%
37,896
+23,543
3857
$2.27M ﹤0.01%
85,511
+62,034
3858
$2.27M ﹤0.01%
159,868
-20,308
3859
$2.27M ﹤0.01%
127,246
+4,184
3860
$2.26M ﹤0.01%
63,144
+21,966
3861
$2.26M ﹤0.01%
85,522
+9,587
3862
$2.26M ﹤0.01%
154,510
+19,145
3863
$2.25M ﹤0.01%
180,421
+16,663
3864
$2.24M ﹤0.01%
159,418
+41,533
3865
$2.24M ﹤0.01%
80,896
+30,312
3866
$2.23M ﹤0.01%
133,970
+128,477
3867
$2.23M ﹤0.01%
228,011
-221,589
3868
$2.23M ﹤0.01%
523,890
+522,948
3869
$2.23M ﹤0.01%
109,558
-2,398
3870
$2.23M ﹤0.01%
33,068
+7,900
3871
$2.22M ﹤0.01%
213,230
+205,520
3872
$2.22M ﹤0.01%
162,768
+42,864
3873
$2.22M ﹤0.01%
50,937
+11,309
3874
$2.22M ﹤0.01%
168,290
+10,407
3875
$2.22M ﹤0.01%
110,096
+22,546
153 154
155
156 157