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
1151
$36.4M 0.01%
1,359,021
+181,462
1152
$36.3M 0.01%
289,184
+27,669
1153
$36.3M 0.01%
1,239,206
+291,731
1154
$36.2M 0.01%
25,002
+159
1155
$36.2M 0.01%
309,596
+284,033
1156
$36.1M 0.01%
1,209,081
+127,713
1157
$36.1M 0.01%
1,763,433
+1,129,101
1158
$36.1M 0.01%
1,105,478
+117,584
1159
$36M 0.01%
698,528
+378,583
1160
$35.9M 0.01%
586,480
-323,015
1161
$35.9M 0.01%
1,173,436
+323,626
1162
$35.8M 0.01%
2,056,643
+1,341,890
1163
$35.7M 0.01%
1,661,148
+182,776
1164
$35.6M 0.01%
346,631
+20,533
1165
$35.6M 0.01%
949,568
-28,304
1166
$35.3M 0.01%
797,072
-35,702
1167
$35.2M 0.01%
1,151,317
+814,648
1168
$35.1M 0.01%
1,604,773
+4,167
1169
$35.1M 0.01%
1,170,255
+239,591
1170
$35M 0.01%
569,005
+110,335
1171
$34.9M 0.01%
1,517,493
-268,908
1172
$34.8M 0.01%
7,409,778
+561,488
1173
$34.7M 0.01%
541,535
-77,302
1174
$34.7M 0.01%
1,895,234
+309,960
1175
$34.6M 0.01%
311,828
+48,770
45 46
47
48 49