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
1301
$29.8M 0.01%
391,976
+41,822
1302
$29.8M 0.01%
844,338
+22,687
1303
$29.7M 0.01%
20,525
+671
1304
$29.7M 0.01%
365,990
+14,678
1305
$29.7M 0.01%
656,605
+410,674
1306
$29.7M 0.01%
613,929
+454,633
1307
$29.6M 0.01%
778,386
-80,124
1308
$29.6M 0.01%
1,323,500
+397,930
1309
$29.6M 0.01%
513,924
+50,897
1310
$29.5M 0.01%
3,653,212
-622,416
1311
$29.5M 0.01%
944,268
-87,015
1312
$29.5M 0.01%
703,350
+377,454
1313
$29.5M 0.01%
268,484
+231,307
1314
$29.4M 0.01%
537,937
+31,533
1315
$29.4M 0.01%
1,353,971
+880,772
1316
$29.2M 0.01%
3,473,661
+7,770
1317
$29.2M 0.01%
228,488
+38,777
1318
$29.2M 0.01%
6,809,231
-956,984
1319
$29.2M 0.01%
397,287
-76,359
1320
$29.2M 0.01%
2,511,484
+161,353
1321
$29.1M 0.01%
448,416
-13,869
1322
$29M 0.01%
958,698
-79,089
1323
$28.9M 0.01%
2,082,514
+1,665,307
1324
$28.9M 0.01%
2,170,907
-24,579
1325
$28.9M 0.01%
788,103
-1,448
51 52
53
54 55