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
1001
$45.3M 0.01%
540,387
-17,933
1002
$45.2M 0.01%
858,494
+152,360
1003
$45.2M 0.01%
517,282
+186,767
1004
$45.2M 0.01%
1,243,240
+128,076
1005
$45.2M 0.01%
395,566
+12,439
1006
$45.1M 0.01%
350,119
-38,678
1007
$45M 0.01%
133,071
+18,681
1008
$45M 0.01%
793,324
+661,127
1009
$45M 0.01%
1,470,873
-562,096
1010
$44.9M 0.01%
1,353,760
-183,778
1011
$44.9M 0.01%
1,754,823
+345,932
1012
$44.8M 0.01%
7,323,752
+675,154
1013
$44.8M 0.01%
1,654,266
+48,723
1014
$44.8M 0.01%
365,605
+42,983
1015
$44.7M 0.01%
794,285
-219,032
1016
$44.6M 0.01%
455,597
-70,703
1017
$44.6M 0.01%
172,646
+58,132
1018
$44.4M 0.01%
848,232
-117,751
1019
$44.4M 0.01%
327,685
+312,144
1020
$44.4M 0.01%
5,953,623
+1,638,051
1021
$44.1M 0.01%
951,833
+703,655
1022
$44M 0.01%
720,317
-46,492
1023
$44M 0.01%
2,964,777
+989,784
1024
$44M 0.01%
+50
1025
$44M 0.01%
3,233,990
+173,018
39 40
41
42 43