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
1251
$31.6M 0.01%
480,796
+428,528
1252
$31.6M 0.01%
590,376
+18,238
1253
$31.6M 0.01%
733,557
+444,033
1254
$31.4M 0.01%
1,579,958
-36,345
1255
$31.4M 0.01%
418,826
+19,979
1256
$31.4M 0.01%
2,590,506
-71,549
1257
$31.4M 0.01%
375,088
+220,401
1258
$31.3M 0.01%
322,858
+60,666
1259
$31.3M 0.01%
1,194,473
-1,696
1260
$31.2M 0.01%
400,528
-100,877
1261
$31.2M 0.01%
486,536
+91,856
1262
$31.1M 0.01%
223,739
+90,244
1263
$31.1M 0.01%
624,298
+353,467
1264
$31.1M 0.01%
1,882,941
-1,880,308
1265
$31.1M 0.01%
906,611
+108,560
1266
$31.1M 0.01%
541,742
+470,183
1267
$31M 0.01%
186,046
+21,681
1268
$31M 0.01%
1,810,063
+141,109
1269
$31M 0.01%
332,833
-10,738
1270
$30.9M 0.01%
167,763
-18,296
1271
$30.8M 0.01%
2,142,851
+251,689
1272
$30.8M 0.01%
567,609
-25,910
1273
$30.7M 0.01%
379,125
+18,694
1274
$30.7M 0.01%
572,808
+217,213
1275
$30.7M 0.01%
2,044,562
+1,181,140
49 50
51
52 53