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
476
$143M 0.03%
7,693,162
+919,633
477
$143M 0.03%
6,977,834
-4,066,658
478
$143M 0.03%
3,008,492
+428,526
479
$142M 0.03%
3,762,056
-939,744
480
$142M 0.03%
1,074,737
-37,958
481
$141M 0.03%
1,491,721
-852,150
482
$141M 0.03%
1,207,548
+49,758
483
$141M 0.03%
2,270,883
-23,717
484
$140M 0.03%
2,730,176
-339,105
485
$140M 0.03%
5,335,723
-259,369
486
$140M 0.03%
3,956,762
-167,068
487
$139M 0.03%
1,596,044
+191,957
488
$139M 0.03%
6,336,191
+59,306
489
$138M 0.03%
1,369,578
-59,771
490
$138M 0.03%
769,369
+21,275
491
$138M 0.03%
3,837,258
-93,029
492
$137M 0.03%
3,311,531
-111,656
493
$136M 0.03%
4,500,946
+8,776
494
$136M 0.03%
2,146,657
+1,181,318
495
$135M 0.03%
649,039
-39,191
496
$135M 0.03%
1,718,506
+80,636
497
$134M 0.03%
2,097,061
+1,113,667
498
$134M 0.03%
2,846,246
+223,166
499
$134M 0.03%
4,315,613
+44,346
500
$134M 0.03%
2,312,829
+73,037
18 19
20
21 22