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
1051
$42.2M 0.01%
5,803,990
+1,633,175
1052
$42.2M 0.01%
1,216,932
-582,322
1053
$42.2M 0.01%
1,690,584
+58,831
1054
$42.1M 0.01%
1,719,996
+648,972
1055
$42.1M 0.01%
2,826,738
-27,798
1056
$42M 0.01%
858,284
-131,060
1057
$41.9M 0.01%
4,186,753
+26,930
1058
$41.9M 0.01%
854,721
-52,407
1059
$41.9M 0.01%
145,542
+19,096
1060
$41.5M 0.01%
1,062,933
+152,951
1061
$41.5M 0.01%
2,457,209
-53,768
1062
$41.5M 0.01%
277,768
-4,784
1063
$41.4M 0.01%
361,020
+141,189
1064
$41.4M 0.01%
6,014,879
-4,897,417
1065
$41.4M 0.01%
2,908,780
+210,902
1066
$41.3M 0.01%
616,480
+97,546
1067
$41.3M 0.01%
1,447,208
+1,254,000
1068
$41.3M 0.01%
1,601,548
+26,635
1069
$41.2M 0.01%
893,707
+48,843
1070
$41.1M 0.01%
1,232,505
+966,990
1071
$41M 0.01%
1,621,838
+66,041
1072
$41M 0.01%
1,252,825
+96,433
1073
$41M 0.01%
6,810,808
+1,561,512
1074
$41M 0.01%
338,973
-1,664
1075
$41M 0.01%
73,157
+4,654
41 42
43
44 45