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
1276
$30.7M 0.01%
463,499
-72,297
1277
$30.7M 0.01%
263,739
-27,701
1278
$30.6M 0.01%
1,915,383
+133,418
1279
$30.6M 0.01%
2,516,186
+466,727
1280
$30.6M 0.01%
992,728
+287,294
1281
$30.6M 0.01%
893,331
+413,453
1282
$30.4M 0.01%
947,963
+41,246
1283
$30.4M 0.01%
1,759,690
+1,124,252
1284
$30.3M 0.01%
993,886
+162,913
1285
$30.3M 0.01%
2,957,545
+533,705
1286
$30.3M 0.01%
361,399
+106,932
1287
$30.3M 0.01%
38,137
-7,576
1288
$30.3M 0.01%
888,749
+108,390
1289
$30.2M 0.01%
232,215
-1,232
1290
$30.1M 0.01%
466,002
+169,494
1291
$30.1M 0.01%
660,792
+22,442
1292
$30.1M 0.01%
779,414
+50,033
1293
$30.1M 0.01%
1,152,357
+116,681
1294
$30.1M 0.01%
423,055
-348,526
1295
$30M 0.01%
331,439
+198,075
1296
$30M 0.01%
594,995
+383,369
1297
$30M 0.01%
189,193
-16,840
1298
$29.9M 0.01%
2,641,116
+1,113,371
1299
$29.9M 0.01%
1,282,020
+55,460
1300
$29.9M 0.01%
2,369,647
-54,460
50 51
52
53 54