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
4276
$1.23M ﹤0.01%
4,184
+2,334
4277
$1.23M ﹤0.01%
214,106
+122,979
4278
$1.22M ﹤0.01%
106,851
+86,067
4279
$1.22M ﹤0.01%
29,407
-742
4280
$1.22M ﹤0.01%
73,574
+69,711
4281
$1.22M ﹤0.01%
178,411
+129,155
4282
$1.22M ﹤0.01%
4,955
-9,392
4283
$1.21M ﹤0.01%
+367,036
4284
$1.21M ﹤0.01%
67,162
-5,203
4285
$1.21M ﹤0.01%
23,376
+1,002
4286
$1.21M ﹤0.01%
76,028
+47,513
4287
$1.21M ﹤0.01%
9,444
+6,092
4288
$1.21M ﹤0.01%
150,690
+136,977
4289
$1.21M ﹤0.01%
62,460
-159,679
4290
$1.2M ﹤0.01%
146,479
+18,322
4291
$1.2M ﹤0.01%
153,237
+51,626
4292
$1.2M ﹤0.01%
56,394
+21,862
4293
$1.2M ﹤0.01%
167,744
-276,423
4294
$1.19M ﹤0.01%
16,469
+12,660
4295
$1.19M ﹤0.01%
177,680
-66,620
4296
$1.19M ﹤0.01%
120,684
+69,152
4297
$1.19M ﹤0.01%
47,308
+4,190
4298
$1.19M ﹤0.01%
33,098
-391
4299
$1.19M ﹤0.01%
111,517
-2,319,374
4300
$1.19M ﹤0.01%
7,394
-1,744
170 171
172
173 174