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
4176
$1.43M ﹤0.01%
68,598
+30,133
4177
$1.43M ﹤0.01%
40,313
-83,835
4178
$1.42M ﹤0.01%
29,990
-194,375
4179
$1.42M ﹤0.01%
114,961
+41,486
4180
$1.42M ﹤0.01%
101,251
+27,839
4181
$1.42M ﹤0.01%
84,227
-2,852
4182
$1.42M ﹤0.01%
342,176
+282,933
4183
$1.42M ﹤0.01%
115,812
+96,623
4184
$1.41M ﹤0.01%
203,042
+202,042
4185
$1.41M ﹤0.01%
344,497
+260,283
4186
$1.41M ﹤0.01%
54,697
+35,624
4187
$1.4M ﹤0.01%
76,952
+33,672
4188
$1.4M ﹤0.01%
110,877
+19,941
4189
$1.4M ﹤0.01%
19,451
-98
4190
$1.39M ﹤0.01%
31,522
+470
4191
$1.39M ﹤0.01%
46,163
+31,856
4192
$1.39M ﹤0.01%
82,189
+59,446
4193
$1.39M ﹤0.01%
55,084
+34,559
4194
$1.39M ﹤0.01%
42,866
+247
4195
$1.38M ﹤0.01%
177,721
+5,813
4196
$1.38M ﹤0.01%
162,506
-8,636
4197
$1.38M ﹤0.01%
69,467
-67,515
4198
$1.38M ﹤0.01%
144,152
-270,262
4199
$1.37M ﹤0.01%
50,080
+30,302
4200
$1.37M ﹤0.01%
8,875
+1,337
166 167
168
169 170