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
4126
$1.54M ﹤0.01%
23,286
+5,644
4127
$1.54M ﹤0.01%
44,416
+9,898
4128
$1.54M ﹤0.01%
100,714
+2,156
4129
$1.53M ﹤0.01%
59,360
+19,205
4130
$1.53M ﹤0.01%
100,892
-3,482
4131
$1.53M ﹤0.01%
209,669
-13,960
4132
$1.52M ﹤0.01%
97,827
+1,681
4133
$1.52M ﹤0.01%
39,719
+20,892
4134
$1.52M ﹤0.01%
163,560
+145,394
4135
$1.51M ﹤0.01%
313,383
-1,717,078
4136
$1.51M ﹤0.01%
17,426
+13,202
4137
$1.5M ﹤0.01%
164,922
+121,724
4138
$1.5M ﹤0.01%
93,231
-758
4139
$1.5M ﹤0.01%
37,858
-117,591
4140
$1.5M ﹤0.01%
17,983
+9,475
4141
$1.5M ﹤0.01%
135,752
+27,518
4142
$1.5M ﹤0.01%
20,329
+5,134
4143
$1.5M ﹤0.01%
381,874
-468,424
4144
$1.5M ﹤0.01%
31,343
-8,194
4145
$1.5M ﹤0.01%
30,247
-3,798
4146
$1.49M ﹤0.01%
428,498
+404,836
4147
$1.49M ﹤0.01%
3,479,137
-169,577
4148
$1.49M ﹤0.01%
105,353
+19,201
4149
$1.49M ﹤0.01%
254
+25
4150
$1.49M ﹤0.01%
2,136,272
+554,780
164 165
166
167 168