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
801
$63.4M 0.01%
2,502,285
-95,555
802
$63.2M 0.01%
2,179,279
-464,108
803
$63.2M 0.01%
1,079,790
+20,320
804
$63.2M 0.01%
4,188,065
+963,058
805
$63.1M 0.01%
3,111,049
+22,010
806
$63M 0.01%
512,866
-5,653
807
$63M 0.01%
751,250
+23,714
808
$62.8M 0.01%
360,302
-14,140
809
$62.8M 0.01%
676,212
-306,073
810
$62.8M 0.01%
8,470,565
+47,984
811
$62.6M 0.01%
582,144
+233,848
812
$62.5M 0.01%
1,227,445
+790,900
813
$62.3M 0.01%
1,231,947
+18,285
814
$62.3M 0.01%
1,296,744
+164,724
815
$62.2M 0.01%
1,103,610
+924,024
816
$61.8M 0.01%
1,097,141
+83,617
817
$61.7M 0.01%
803,781
+52,548
818
$61.6M 0.01%
554,590
-24,707
819
$61.5M 0.01%
778,003
+66,463
820
$61.3M 0.01%
1,564,410
+159,559
821
$61M 0.01%
692,956
-619,480
822
$60.9M 0.01%
932,478
-16,565
823
$60.4M 0.01%
956,464
+233,241
824
$60.4M 0.01%
318,711
+563
825
$60.2M 0.01%
1,508,566
+149,033
31 32
33
34 35