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
3876
$2.22M ﹤0.01%
179,942
-75,777
3877
$2.2M ﹤0.01%
75,008
+29,866
3878
$2.2M ﹤0.01%
151,275
+43,522
3879
$2.19M ﹤0.01%
84,873
-99,972
3880
$2.19M ﹤0.01%
803,159
-894,429
3881
$2.19M ﹤0.01%
102,675
+1,315
3882
$2.19M ﹤0.01%
65,047
+30,115
3883
$2.19M ﹤0.01%
67,893
+53,140
3884
$2.19M ﹤0.01%
18,128
+12,299
3885
$2.18M ﹤0.01%
78,099
+63,339
3886
$2.18M ﹤0.01%
96,046
+67,244
3887
$2.17M ﹤0.01%
33,823
+9,159
3888
$2.17M ﹤0.01%
7,538
-3,438
3889
$2.16M ﹤0.01%
269,185
-159,400
3890
$2.16M ﹤0.01%
745,768
+27,582
3891
$2.16M ﹤0.01%
293,593
+10,064
3892
$2.16M ﹤0.01%
72,918
+31,062
3893
$2.16M ﹤0.01%
1,925,537
+416,715
3894
$2.16M ﹤0.01%
23,664
-11,319
3895
$2.15M ﹤0.01%
70,634
+46,893
3896
$2.15M ﹤0.01%
201,839
+32,086
3897
$2.14M ﹤0.01%
85,375
-19,661
3898
$2.14M ﹤0.01%
70,594
-89,999
3899
$2.14M ﹤0.01%
5,155,219
-889
3900
$2.13M ﹤0.01%
160,933
+117,006
154 155
156
157 158