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
4201
$1.37M ﹤0.01%
42,515
+14,492
4202
$1.37M ﹤0.01%
40,037
+28,893
4203
$1.36M ﹤0.01%
98,908
+2,872
4204
$1.36M ﹤0.01%
17,942
-1,710
4205
$1.36M ﹤0.01%
477,898
-44,579
4206
$1.36M ﹤0.01%
26,207
+6,331
4207
$1.35M ﹤0.01%
58,874
+46,135
4208
$1.35M ﹤0.01%
31,467
-41,709
4209
$1.35M ﹤0.01%
11,394
+7,571
4210
$1.35M ﹤0.01%
268,167
+45,788
4211
$1.35M ﹤0.01%
49,487
-6,949
4212
$1.35M ﹤0.01%
53,570
+4,272
4213
$1.35M ﹤0.01%
153,839
-354,359
4214
$1.35M ﹤0.01%
1,407,774
-45,096
4215
$1.34M ﹤0.01%
30,741
+492
4216
$1.34M ﹤0.01%
111,347
+16,416
4217
$1.34M ﹤0.01%
22,874
4218
$1.34M ﹤0.01%
38,270
+29,682
4219
$1.34M ﹤0.01%
85,711
-30,307
4220
$1.34M ﹤0.01%
18,602
+6,515
4221
$1.34M ﹤0.01%
106,438
+17,932
4222
$1.34M ﹤0.01%
41,212
+5,391
4223
$1.33M ﹤0.01%
119,787
+21,331
4224
$1.33M ﹤0.01%
102,356
+4,990
4225
$1.33M ﹤0.01%
51,228
+9,226
167 168
169
170 171