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
876
$54.6M 0.01%
1,178,360
+21,277
877
$54.3M 0.01%
3,022,298
-1,598,774
878
$54.3M 0.01%
491,542
+118,353
879
$54.3M 0.01%
1,192,043
+473,316
880
$54.1M 0.01%
193,893
+11,884
881
$54M 0.01%
907,168
+363,739
882
$53.9M 0.01%
1,354,474
-242,434
883
$53.8M 0.01%
3,567,841
-937,517
884
$53.7M 0.01%
5,614,444
-1,454,333
885
$53.7M 0.01%
313,848
+190,948
886
$53.7M 0.01%
9,251,856
+687,558
887
$53.6M 0.01%
1,316,594
+1,142,208
888
$53.5M 0.01%
1,333,175
-2,421,645
889
$53.5M 0.01%
1,274,486
+30,024
890
$53.2M 0.01%
4,782,886
+2,048,931
891
$53.2M 0.01%
1,059,340
+274,390
892
$53.1M 0.01%
594,699
+30,797
893
$53M 0.01%
1,478,724
+31,999
894
$53M 0.01%
1,751,109
+414,183
895
$52.9M 0.01%
864,361
-6,954
896
$52.8M 0.01%
3,165,361
+1,144,660
897
$52.7M 0.01%
2,818,650
+714,935
898
$52.6M 0.01%
1,398,675
+62,685
899
$52.5M 0.01%
2,095,975
+473,103
900
$52.4M 0.01%
1,649,718
+353,874
34 35
36
37 38