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
1376
$27.4M 0.01%
1,111,708
+150,954
1377
$27.4M 0.01%
396,816
-416,079
1378
$27.4M 0.01%
816,741
+155,904
1379
$27.3M 0.01%
2,441,284
-218,060
1380
$27.3M 0.01%
304,047
+43,727
1381
$27.3M 0.01%
1,130,954
+167,504
1382
$27.3M 0.01%
2,751,232
-125,200
1383
$27.3M 0.01%
1,508,675
+118,646
1384
$27.2M 0.01%
299,393
-11,804
1385
$27.2M 0.01%
634,002
-366,675
1386
$27.1M 0.01%
641,699
+205,887
1387
$27.1M 0.01%
98,013
+9,631
1388
$27.1M 0.01%
1,347,413
-377,242
1389
$26.9M 0.01%
262,230
-157,148
1390
$26.9M 0.01%
431,087
+257,328
1391
$26.8M 0.01%
1,702,413
+70,326
1392
$26.8M 0.01%
634,308
+87,383
1393
$26.8M 0.01%
389,946
-28,155
1394
$26.8M 0.01%
562,254
+381,980
1395
$26.8M 0.01%
729,518
+146,590
1396
$26.8M 0.01%
700,975
+180,155
1397
$26.7M 0.01%
607,419
+12,654
1398
$26.7M 0.01%
1,920,630
+118,428
1399
$26.7M 0.01%
475,884
+42,844
1400
$26.7M 0.01%
420,328
-227,799
54 55
56
57 58