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
4026
$1.78M ﹤0.01%
421,942
+174,704
4027
$1.77M ﹤0.01%
63,333
+20,862
4028
$1.77M ﹤0.01%
144,038
+13,305
4029
$1.77M ﹤0.01%
66,598
+27,579
4030
$1.77M ﹤0.01%
39,135
-4,750
4031
$1.77M ﹤0.01%
116,614
+85,782
4032
$1.77M ﹤0.01%
164,702
-4,219
4033
$1.76M ﹤0.01%
85,325
-86,283
4034
$1.76M ﹤0.01%
1,007,313
+97,831
4035
$1.76M ﹤0.01%
86,709
-12,944
4036
$1.76M ﹤0.01%
24,344
-766
4037
$1.76M ﹤0.01%
509,067
-739,249
4038
$1.75M ﹤0.01%
67,359
-7,398
4039
$1.75M ﹤0.01%
34,483
+7,658
4040
$1.75M ﹤0.01%
30,059
-611
4041
$1.74M ﹤0.01%
47,811
+12,434
4042
$1.74M ﹤0.01%
105,048
-120,949
4043
$1.74M ﹤0.01%
36,951
+31,125
4044
$1.74M ﹤0.01%
54,453
+997
4045
$1.74M ﹤0.01%
2,313
+1,415
4046
$1.73M ﹤0.01%
92,160
+627
4047
$1.73M ﹤0.01%
468,789
+55,237
4048
$1.73M ﹤0.01%
176,734
-3,882
4049
$1.73M ﹤0.01%
158,742
+79,712
4050
$1.72M ﹤0.01%
128,351
+50,111
160 161
162
163 164