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
976
$46.8M 0.01%
1,823,265
+570,066
977
$46.8M 0.01%
1,581,219
-183,889
978
$46.6M 0.01%
380,618
+93,690
979
$46.6M 0.01%
1,814,599
+950,537
980
$46.4M 0.01%
1,475,483
-470,145
981
$46.4M 0.01%
2,126,579
-216,995
982
$46.4M 0.01%
899,852
+173,272
983
$46.4M 0.01%
1,857,670
+925,108
984
$46.3M 0.01%
122,978
+19,996
985
$46.3M 0.01%
784,511
-113,403
986
$46.3M 0.01%
602,643
+162,946
987
$46.2M 0.01%
2,564,042
-12,970
988
$46.1M 0.01%
488,126
-997,238
989
$46.1M 0.01%
1,474,076
+48,554
990
$46M 0.01%
2,384,862
+380,982
991
$46M 0.01%
400,708
+334,811
992
$46M 0.01%
1,115,981
-46,298
993
$45.9M 0.01%
410,956
+63,716
994
$45.7M 0.01%
1,580,208
-101,006
995
$45.7M 0.01%
349,105
+151,925
996
$45.6M 0.01%
221,516
+5,318
997
$45.6M 0.01%
3,857,038
+67,214
998
$45.6M 0.01%
660,746
-11,953
999
$45.4M 0.01%
3,344,233
+1,708,421
1000
$45.4M 0.01%
224,074
+11,360
38 39
40
41 42