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
3926
$2.08M ﹤0.01%
129,893
-1,786
3927
$2.07M ﹤0.01%
161,370
-414,870
3928
$2.07M ﹤0.01%
+200,046
3929
$2.07M ﹤0.01%
42,647
-8,668
3930
$2.07M ﹤0.01%
75,455
-5,474
3931
$2.06M ﹤0.01%
144,604
+116,510
3932
$2.06M ﹤0.01%
181,928
+12,611
3933
$2.06M ﹤0.01%
118,686
+63,110
3934
$2.06M ﹤0.01%
69,503
+17,725
3935
$2.06M ﹤0.01%
75,947
+10,505
3936
$2.06M ﹤0.01%
75,635
+8,096
3937
$2.05M ﹤0.01%
281,631
-51,377
3938
$2.04M ﹤0.01%
43,024
-247,627
3939
$2.04M ﹤0.01%
194,867
+9,216
3940
$2.03M ﹤0.01%
124,789
-20,555
3941
$2.03M ﹤0.01%
49,674
+24,972
3942
$2.02M ﹤0.01%
143,095
+46,157
3943
$2.02M ﹤0.01%
75,733
-1,703
3944
$2.02M ﹤0.01%
153,005
+148,282
3945
$2.01M ﹤0.01%
84,022
+5,112
3946
$2.01M ﹤0.01%
75,086
+59,130
3947
$2.01M ﹤0.01%
104,645
+13,822
3948
$2M ﹤0.01%
74,834
+3,699
3949
$2M ﹤0.01%
211,966
-190,217
3950
$2M ﹤0.01%
115,012
+36,834
156 157
158
159 160