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
4001
$1.88M ﹤0.01%
115,325
+25,601
4002
$1.87M ﹤0.01%
229,961
+226,390
4003
$1.87M ﹤0.01%
206,711
+195,857
4004
$1.87M ﹤0.01%
38,504
+15,649
4005
$1.87M ﹤0.01%
44,899
-67,663
4006
$1.86M ﹤0.01%
414,973
+233,994
4007
$1.86M ﹤0.01%
73,696
-125,262
4008
$1.86M ﹤0.01%
29,596
-11,844
4009
$1.85M ﹤0.01%
93,238
-669,238
4010
$1.85M ﹤0.01%
65,764
+14,576
4011
$1.85M ﹤0.01%
119,998
+15,481
4012
$1.85M ﹤0.01%
230,451
+87,097
4013
$1.84M ﹤0.01%
69,834
-91,106
4014
$1.84M ﹤0.01%
1,392
+197
4015
$1.84M ﹤0.01%
187,088
+61,845
4016
$1.84M ﹤0.01%
23,024
+4,591
4017
$1.83M ﹤0.01%
442,246
-32,606
4018
$1.83M ﹤0.01%
44,476
-16,828
4019
$1.82M ﹤0.01%
173,499
+6,496
4020
$1.82M ﹤0.01%
224,200
+4,130
4021
$1.82M ﹤0.01%
37,820
+5,749
4022
$1.8M ﹤0.01%
61,145
+56,975
4023
$1.79M ﹤0.01%
66,929
+46,623
4024
$1.79M ﹤0.01%
65,473
-13,580
4025
$1.78M ﹤0.01%
86,684
+20,619
159 160
161
162 163