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
1426
$25.8M 0.01%
1,047,401
+36,758
1427
$25.8M 0.01%
150,154
-18,130
1428
$25.8M 0.01%
722,022
+140,870
1429
$25.7M 0.01%
489,272
+48,939
1430
$25.6M 0.01%
1,091,958
+809,634
1431
$25.6M 0.01%
2,369,055
+1,946,655
1432
$25.6M 0.01%
3,992,396
+18,759
1433
$25.6M 0.01%
186,012
+30,477
1434
$25.6M 0.01%
597,153
+118,367
1435
$25.6M 0.01%
252,488
+25,055
1436
$25.6M 0.01%
947,468
+443,402
1437
$25.5M 0.01%
363,594
+212,869
1438
$25.5M 0.01%
1,066,064
+94,432
1439
$25.5M 0.01%
405,634
+173,860
1440
$25.5M 0.01%
1,074,164
+728,785
1441
$25.5M 0.01%
273,991
-63,247
1442
$25.5M 0.01%
3,757,195
+3,261,332
1443
$25.4M 0.01%
353,935
+79,424
1444
$25.4M 0.01%
1,227,848
+546,116
1445
$25.4M 0.01%
318,593
+202,490
1446
$25.3M 0.01%
1,186,849
+175,877
1447
$25.2M 0.01%
506,051
+362,637
1448
$25.2M 0.01%
1,001,153
+696,336
1449
$25.2M 0.01%
469,906
-1,257
1450
$25.2M 0.01%
54,228
+18,072
56 57
58
59 60