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
851
$57.7M 0.01%
2,548,057
+1,336,210
852
$57.3M 0.01%
4,507,360
-657,376
853
$57.2M 0.01%
4,787,690
+339,804
854
$57.1M 0.01%
9,689,148
+582,556
855
$57M 0.01%
878,484
+8,157
856
$57M 0.01%
822,647
+79,043
857
$56.9M 0.01%
1,711,036
-134,256
858
$56.9M 0.01%
521,920
-16,050
859
$56.8M 0.01%
2,275,243
+149,417
860
$56.7M 0.01%
993,518
-267,817
861
$56.5M 0.01%
395,338
+208,062
862
$56.4M 0.01%
1,795,317
-334,900
863
$56.2M 0.01%
2,223,563
+227,256
864
$56.2M 0.01%
1,104,142
+59,001
865
$56M 0.01%
1,122,013
+213,460
866
$55.9M 0.01%
363,001
-12,530
867
$55.4M 0.01%
748,041
-182,512
868
$55.2M 0.01%
1,490,046
-1,055,263
869
$55.1M 0.01%
4,240,483
-269,274
870
$55M 0.01%
811,800
+740,118
871
$54.9M 0.01%
467,573
+79,323
872
$54.8M 0.01%
5,591,145
+2,084,109
873
$54.8M 0.01%
6,237,098
+4,354,994
874
$54.7M 0.01%
624,132
-68,733
875
$54.6M 0.01%
1,062,913
-37,586
33 34
35
36 37