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
1076
$40.9M 0.01%
388,568
+98,714
1077
$40.9M 0.01%
822,705
-19,374
1078
$40.8M 0.01%
287,278
+38,124
1079
$40.8M 0.01%
1,365,204
-54,849
1080
$40.8M 0.01%
679,791
+11,707
1081
$40.7M 0.01%
238,559
+37,346
1082
$40.7M 0.01%
1,284,803
+111,946
1083
$40.6M 0.01%
566,054
+560,624
1084
$40.6M 0.01%
1,154,306
+842
1085
$40.6M 0.01%
2,033,955
-396,199
1086
$40.5M 0.01%
1,019,838
+135,706
1087
$40.5M 0.01%
1,003,157
+26,143
1088
$40.5M 0.01%
594,300
-76,793
1089
$40.5M 0.01%
2,285,711
-38,395
1090
$40.3M 0.01%
312,489
+152,952
1091
$40.2M 0.01%
458,200
+97,944
1092
$40.2M 0.01%
237,061
+45,197
1093
$40.1M 0.01%
852,018
-51,424
1094
$40M 0.01%
1,414,322
+1,169,284
1095
$40M 0.01%
725,892
+5,961
1096
$40M 0.01%
943,404
+41,407
1097
$39.8M 0.01%
4,960,219
+2,575,579
1098
$39.6M 0.01%
196,267
+45,604
1099
$39.6M 0.01%
649,481
+89,809
1100
$39.6M 0.01%
680,082
+204,468
42 43
44
45 46