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
4051
$1.72M ﹤0.01%
83,257
-983,861
4052
$1.72M ﹤0.01%
225,414
-5,437
4053
$1.72M ﹤0.01%
81,883
+59,849
4054
$1.72M ﹤0.01%
67,162
+20,188
4055
$1.72M ﹤0.01%
+33,072
4056
$1.72M ﹤0.01%
109,100
+33,178
4057
$1.72M ﹤0.01%
115,406
-9,698
4058
$1.71M ﹤0.01%
14,152
+6,604
4059
$1.71M ﹤0.01%
638,011
-43,652
4060
$1.71M ﹤0.01%
5,875
+4,312
4061
$1.71M ﹤0.01%
91,432
+21,638
4062
$1.7M ﹤0.01%
311,052
+100,027
4063
$1.7M ﹤0.01%
10,245
+2,002
4064
$1.7M ﹤0.01%
63,840
-4,236
4065
$1.69M ﹤0.01%
187,814
+24,976
4066
$1.69M ﹤0.01%
142,178
-3,795
4067
$1.69M ﹤0.01%
191,575
+42,501
4068
$1.69M ﹤0.01%
434,720
+41,182
4069
$1.68M ﹤0.01%
160,345
-238,446
4070
$1.68M ﹤0.01%
32,282
+13,166
4071
$1.67M ﹤0.01%
26,006
-71,260
4072
$1.66M ﹤0.01%
83,701
-701
4073
$1.66M ﹤0.01%
42,983
+1,355
4074
$1.66M ﹤0.01%
69,062
-2,771
4075
$1.66M ﹤0.01%
53,373
+24,848
161 162
163
164 165