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
1201
$33.4M 0.01%
862,068
-175,216
1202
$33.4M 0.01%
2,653,046
+408,089
1203
$33.3M 0.01%
513,626
-67,626
1204
$33.3M 0.01%
1,710,811
+176,338
1205
$33.3M 0.01%
142,588
+57,636
1206
$33.3M 0.01%
2,655,121
+2,183,978
1207
$33.3M 0.01%
1,149,565
+353,282
1208
$33.2M 0.01%
2,363,124
+124,577
1209
$33.2M 0.01%
382,961
+59,971
1210
$33.2M 0.01%
1,989,526
+175,419
1211
$33.1M 0.01%
297,951
+55,449
1212
$33M 0.01%
1,063,389
-35,629
1213
$33M 0.01%
686,989
-357,116
1214
$33M 0.01%
328,168
+132,481
1215
$33M 0.01%
434,693
+314,114
1216
$32.9M 0.01%
1,451,121
-101,271
1217
$32.8M 0.01%
1,398,270
-110,281
1218
$32.8M 0.01%
1,031,572
+69,595
1219
$32.7M 0.01%
403,627
+34,202
1220
$32.7M 0.01%
478,025
-9,239
1221
$32.6M 0.01%
1,355,734
+28,765
1222
$32.6M 0.01%
1,116,839
+742,031
1223
$32.6M 0.01%
431,034
+106,572
1224
$32.5M 0.01%
191,732
+52,513
1225
$32.5M 0.01%
407,256
+14,374
47 48
49
50 51