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
501
$133M 0.03%
228,593
+14,851
502
$133M 0.03%
4,446,631
+2,641,074
503
$133M 0.03%
2,901,033
+207,164
504
$133M 0.03%
2,840,098
+1,299,876
505
$132M 0.03%
960,431
-112,220
506
$131M 0.03%
2,017,481
-3,311,621
507
$131M 0.03%
3,821,786
+1,234,351
508
$130M 0.03%
904,004
-16,755
509
$130M 0.03%
3,176,499
+378,521
510
$129M 0.03%
778,247
-211,911
511
$129M 0.03%
12,452,752
+5,618,063
512
$128M 0.03%
1,415,175
+85,681
513
$127M 0.03%
3,334,370
+430,959
514
$127M 0.03%
2,492,400
-1,043,605
515
$127M 0.03%
2,648,138
+713,962
516
$127M 0.03%
1,708,511
-321,413
517
$126M 0.03%
9,581,531
+5,422,278
518
$126M 0.03%
426,216
-235,934
519
$126M 0.03%
4,163,619
+67,126
520
$125M 0.03%
2,847,337
+157,504
521
$125M 0.03%
1,305,237
-740,260
522
$124M 0.03%
376,924
+308,221
523
$124M 0.03%
3,630,777
+1,689,701
524
$123M 0.03%
6,852,873
+2,570,354
525
$123M 0.03%
8,941,022
+71,853
19 20
21
22 23