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
3901
$2.13M ﹤0.01%
254,204
+176,457
3902
$2.13M ﹤0.01%
315,227
+129,462
3903
$2.12M ﹤0.01%
320,344
-19,016
3904
$2.12M ﹤0.01%
217,432
+48,143
3905
$2.12M ﹤0.01%
61,513
+2,359
3906
$2.12M ﹤0.01%
168,152
-168,728
3907
$2.12M ﹤0.01%
193,014
-131,094
3908
$2.12M ﹤0.01%
134,606
+23,949
3909
$2.12M ﹤0.01%
60,011
+52,132
3910
$2.11M ﹤0.01%
124,794
+53,126
3911
$2.11M ﹤0.01%
38,500
+782
3912
$2.11M ﹤0.01%
36,836
+22,022
3913
$2.11M ﹤0.01%
33,341
+10,053
3914
$2.11M ﹤0.01%
77,702
+108
3915
$2.1M ﹤0.01%
202,206
+2,477
3916
$2.1M ﹤0.01%
276,682
+73,213
3917
$2.09M ﹤0.01%
56,475
-276
3918
$2.09M ﹤0.01%
87,484
+864
3919
$2.09M ﹤0.01%
76,902
+19,680
3920
$2.08M ﹤0.01%
80,166
+48,492
3921
$2.08M ﹤0.01%
192,212
+45,168
3922
$2.08M ﹤0.01%
139,845
-7,866
3923
$2.08M ﹤0.01%
44,999
+30,936
3924
$2.08M ﹤0.01%
154,344
+29,008
3925
$2.08M ﹤0.01%
20,117
+9,784
155 156
157
158 159