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
626
$95.8M 0.02%
1,166,853
-173,914
627
$95.8M 0.02%
2,477,169
-757,701
628
$95.8M 0.02%
4,945,076
-1,421,382
629
$95.5M 0.02%
4,029,939
+559,213
630
$95.3M 0.02%
655,571
+63,875
631
$95.2M 0.02%
1,262,780
+117,160
632
$95.1M 0.02%
1,136,094
-651,255
633
$95.1M 0.02%
1,403,084
-220,910
634
$94.7M 0.02%
973,488
-526,371
635
$94.4M 0.02%
2,268,736
+1,050,874
636
$94.4M 0.02%
3,092,026
+143,503
637
$94.1M 0.02%
4,809,108
+303,041
638
$94M 0.02%
3,985,176
+130,844
639
$94M 0.02%
7,094,238
+110,151
640
$93.6M 0.02%
2,276,260
+544,738
641
$93.2M 0.02%
891,595
+58,224
642
$92.9M 0.02%
1,281,831
+26,467
643
$92.6M 0.02%
1,821,525
+152,252
644
$92.4M 0.02%
6,894,272
+3,949,621
645
$91.9M 0.02%
446,457
+82,945
646
$91.3M 0.02%
1,706,159
+368,379
647
$91.3M 0.02%
2,050,924
+554,790
648
$91.3M 0.02%
1,437,586
+135,967
649
$91.1M 0.02%
1,093,470
-10,870
650
$90.1M 0.02%
1,788,372
+161,347
24 25
26
27 28