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
576
$108M 0.03%
2,505,405
+1,497,763
577
$107M 0.03%
1,818,013
-85,870
578
$107M 0.02%
4,266,278
+272,785
579
$107M 0.02%
987,853
+406,580
580
$107M 0.02%
3,023,725
+507,390
581
$106M 0.02%
4,664,136
-1,673,153
582
$106M 0.02%
2,824,595
-50,019
583
$105M 0.02%
1,860,007
+379,531
584
$105M 0.02%
1,137,587
+121,972
585
$105M 0.02%
1,437,160
-62,302
586
$104M 0.02%
4,337,156
-84,821
587
$104M 0.02%
3,177,645
-250,412
588
$104M 0.02%
6,187,389
+1,046,738
589
$104M 0.02%
676,370
-125,546
590
$104M 0.02%
1,664,655
-696,664
591
$104M 0.02%
667,883
+260,226
592
$103M 0.02%
3,354,895
+136,652
593
$103M 0.02%
2,090,383
+274,911
594
$103M 0.02%
7,795,727
-2,713,670
595
$103M 0.02%
3,156,517
+17,201
596
$103M 0.02%
1,817,664
+937,595
597
$102M 0.02%
1,844,328
+168,754
598
$102M 0.02%
2,206,095
+312,228
599
$102M 0.02%
2,415,153
+1,084,856
600
$102M 0.02%
632,752
+26,926
22 23
24
25 26