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
1351
$28.2M 0.01%
1,019,653
+852,408
1352
$28.2M 0.01%
1,768,388
-305,544
1353
$28.1M 0.01%
739,342
+85,210
1354
$28.1M 0.01%
824,866
+28,567
1355
$28.1M 0.01%
328,290
-33,391
1356
$28.1M 0.01%
854,405
+71,222
1357
$28.1M 0.01%
2,381,408
+109,277
1358
$28M 0.01%
1,879,397
+1,549,181
1359
$28M 0.01%
656,804
-113,495
1360
$28M 0.01%
3,146,627
-507,473
1361
$27.9M 0.01%
3,768,864
+1,531,242
1362
$27.9M 0.01%
890,969
-17,784
1363
$27.9M 0.01%
1,968,693
-3,565,216
1364
$27.8M 0.01%
73,429
+32,831
1365
$27.8M 0.01%
548,214
+195,354
1366
$27.8M 0.01%
973,609
+739,904
1367
$27.6M 0.01%
691,598
+544,332
1368
$27.6M 0.01%
1,619,470
-30,732
1369
$27.6M 0.01%
688,774
+38,734
1370
$27.6M 0.01%
267,686
+101,393
1371
$27.6M 0.01%
283,241
+265,997
1372
$27.6M 0.01%
549,088
-1,787
1373
$27.5M 0.01%
718,262
+88,547
1374
$27.4M 0.01%
1,438,984
+120,043
1375
$27.4M 0.01%
399,057
+348,406
53 54
55
56 57