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
4251
$1.27M ﹤0.01%
74,593
+13,045
4252
$1.27M ﹤0.01%
22,070
+14,884
4253
$1.27M ﹤0.01%
77,830
+24,425
4254
$1.27M ﹤0.01%
5,261
-2,486
4255
$1.27M ﹤0.01%
547,781
+101,653
4256
$1.27M ﹤0.01%
93,406
+29,793
4257
$1.27M ﹤0.01%
75,918
+2,818
4258
$1.26M ﹤0.01%
11,579
+8,159
4259
$1.26M ﹤0.01%
58,346
-12,677
4260
$1.26M ﹤0.01%
95,822
+90,603
4261
$1.26M ﹤0.01%
93,259
+3,796
4262
$1.26M ﹤0.01%
641,358
+94,911
4263
$1.25M ﹤0.01%
50,584
-620
4264
$1.25M ﹤0.01%
50,264
-12,258
4265
$1.25M ﹤0.01%
2,920
-2,208
4266
$1.25M ﹤0.01%
38,878
+3,195
4267
$1.25M ﹤0.01%
231,089
+209,041
4268
$1.24M ﹤0.01%
93,523
+2,884
4269
$1.24M ﹤0.01%
82,015
-8,416
4270
$1.24M ﹤0.01%
65,158
+35,094
4271
$1.24M ﹤0.01%
76,387
-21,331
4272
$1.24M ﹤0.01%
86,861
-27,294
4273
$1.23M ﹤0.01%
47,928
+10,417
4274
$1.23M ﹤0.01%
41,828
+15,060
4275
$1.23M ﹤0.01%
8,769
+6,834
169 170
171
172 173