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
4226
$1.32M ﹤0.01%
76,650
+63,818
4227
$1.31M ﹤0.01%
64,023
+21,486
4228
$1.31M ﹤0.01%
52,750
+40,540
4229
$1.31M ﹤0.01%
38,125
+2,146
4230
$1.3M ﹤0.01%
268,256
-196,183
4231
$1.3M ﹤0.01%
81,378
+55,581
4232
$1.3M ﹤0.01%
52,877
-2,399
4233
$1.3M ﹤0.01%
94,921
-46,791
4234
$1.3M ﹤0.01%
49,149
+22,456
4235
$1.3M ﹤0.01%
+166,643
4236
$1.3M ﹤0.01%
26,113
+21,633
4237
$1.29M ﹤0.01%
169,023
+70,604
4238
$1.29M ﹤0.01%
109,649
-35,658
4239
$1.29M ﹤0.01%
81,686
-464,910
4240
$1.29M ﹤0.01%
18,278
-739
4241
$1.29M ﹤0.01%
41,703
-4,519
4242
$1.29M ﹤0.01%
31,934
+26,076
4243
$1.29M ﹤0.01%
48,297
+9,291
4244
$1.29M ﹤0.01%
38,220
+27,734
4245
$1.28M ﹤0.01%
36,706
-32,346
4246
$1.28M ﹤0.01%
114,852
-572
4247
$1.28M ﹤0.01%
91,623
+63,580
4248
$1.28M ﹤0.01%
37,601
-9,586
4249
$1.28M ﹤0.01%
32,977
+988
4250
$1.28M ﹤0.01%
224,157
+112,196
168 169
170
171 172