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
3976
$1.93M ﹤0.01%
67,883
-90
3977
$1.93M ﹤0.01%
245,358
+71,601
3978
$1.93M ﹤0.01%
197,617
-17,045
3979
$1.93M ﹤0.01%
435,748
+86,220
3980
$1.93M ﹤0.01%
57,858
-2,053
3981
$1.93M ﹤0.01%
57,505
-11,015
3982
$1.93M ﹤0.01%
456,866
+138,337
3983
$1.93M ﹤0.01%
1,870,004
+709,906
3984
$1.92M ﹤0.01%
54,453
-8,110
3985
$1.92M ﹤0.01%
89,360
-22,993
3986
$1.92M ﹤0.01%
195,923
+21,025
3987
$1.91M ﹤0.01%
121,067
-14,847
3988
$1.9M ﹤0.01%
37,462
-15,853
3989
$1.9M ﹤0.01%
126,337
-31,897
3990
$1.9M ﹤0.01%
115,365
-12,002
3991
$1.9M ﹤0.01%
302,961
+223,778
3992
$1.89M ﹤0.01%
104,579
+24,603
3993
$1.89M ﹤0.01%
989,680
+80,040
3994
$1.89M ﹤0.01%
43,066
+9,853
3995
$1.89M ﹤0.01%
141,713
-1,966
3996
$1.89M ﹤0.01%
558,982
+353,709
3997
$1.88M ﹤0.01%
159,021
-12,264
3998
$1.88M ﹤0.01%
130,033
+17,843
3999
$1.88M ﹤0.01%
107,573
-107,609
4000
$1.88M ﹤0.01%
279,268
+187,386
158 159
160
161 162