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
4401
$1.02M ﹤0.01%
247,141
-209,333
4402
$1.01M ﹤0.01%
20,135
+5,894
4403
$1.01M ﹤0.01%
92,231
-15,075
4404
$1.01M ﹤0.01%
43,125
+2,659
4405
$1.01M ﹤0.01%
98,895
+71,575
4406
$1.01M ﹤0.01%
60,099
-5,176
4407
$1.01M ﹤0.01%
158,441
+29,657
4408
$1M ﹤0.01%
49,404
+11,137
4409
$1M ﹤0.01%
32,143
+10,353
4410
$1M ﹤0.01%
32,159
+13,958
4411
$998K ﹤0.01%
3,020
-1,393
4412
$994K ﹤0.01%
71,065
+27,057
4413
$994K ﹤0.01%
100,341
+16,369
4414
$992K ﹤0.01%
8,614
-21,350
4415
$991K ﹤0.01%
49,502
-39,848
4416
$991K ﹤0.01%
104,261
-33,521
4417
$990K ﹤0.01%
105,007
+2,686
4418
$990K ﹤0.01%
90,218
+36,194
4419
$987K ﹤0.01%
29,651
-58,936
4420
$986K ﹤0.01%
87,436
+2,696
4421
$986K ﹤0.01%
38,651
+10,683
4422
$985K ﹤0.01%
26,004
+19,374
4423
$985K ﹤0.01%
53,599
+18,925
4424
$984K ﹤0.01%
33,803
-71,206
4425
$984K ﹤0.01%
46,498
+20,349
175 176
177
178 179