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
4351
$1.12M ﹤0.01%
149,360
+1,293
4352
$1.12M ﹤0.01%
102,143
-8,873
4353
$1.12M ﹤0.01%
39,249
+1,143
4354
$1.12M ﹤0.01%
22,114
+9,455
4355
$1.11M ﹤0.01%
37,422
+29,836
4356
$1.11M ﹤0.01%
23,754
-3,140
4357
$1.11M ﹤0.01%
82,263
-589
4358
$1.1M ﹤0.01%
64,033
+37,573
4359
$1.1M ﹤0.01%
313,688
+248,661
4360
$1.1M ﹤0.01%
36,911
-1,925
4361
$1.09M ﹤0.01%
72,502
+117
4362
$1.09M ﹤0.01%
25,700
+7,781
4363
$1.09M ﹤0.01%
73,006
+17,207
4364
$1.09M ﹤0.01%
87,006
+1,415
4365
$1.09M ﹤0.01%
111,468
+34,176
4366
$1.09M ﹤0.01%
64,876
+19,581
4367
$1.08M ﹤0.01%
19,076
-174
4368
$1.08M ﹤0.01%
74,812
+2,042
4369
$1.08M ﹤0.01%
8,411
+2,020
4370
$1.07M ﹤0.01%
55,456
+23,264
4371
$1.07M ﹤0.01%
154,691
+28,300
4372
$1.07M ﹤0.01%
72,313
+400
4373
$1.07M ﹤0.01%
77
-12
4374
$1.07M ﹤0.01%
+47,273
4375
$1.07M ﹤0.01%
26,820
-826
173 174
175
176 177