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
1176
$34.5M 0.01%
7,334,967
+1,295,162
1177
$34.5M 0.01%
1,946,084
-946,188
1178
$34.5M 0.01%
3,236,755
+2,951,163
1179
$34.4M 0.01%
1,810,340
+69,478
1180
$34.4M 0.01%
1,257,185
+2,400
1181
$34.3M 0.01%
590,103
1182
$34.2M 0.01%
2,307,320
+363,991
1183
$34.2M 0.01%
1,004,386
+169,879
1184
$34M 0.01%
953,767
+418,971
1185
$34M 0.01%
928,650
+14,526
1186
$34M 0.01%
1,457,061
+554,713
1187
$34M 0.01%
1,098,080
+901,378
1188
$33.9M 0.01%
2,530,271
+237,215
1189
$33.8M 0.01%
3,334,314
-656,963
1190
$33.8M 0.01%
1,229,307
-86,604
1191
$33.7M 0.01%
229,175
+22,157
1192
$33.7M 0.01%
242,557
-220,638
1193
$33.7M 0.01%
2,040,453
+188,032
1194
$33.6M 0.01%
2,086,788
-77,793
1195
$33.6M 0.01%
1,307,875
+182,949
1196
$33.6M 0.01%
3,349,783
-1,641,330
1197
$33.6M 0.01%
3,861,354
+1,238,033
1198
$33.5M 0.01%
876,202
+347,573
1199
$33.5M 0.01%
1,740,701
-42,990
1200
$33.4M 0.01%
1,129,544
+84,466
46 47
48
49 50