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
1476
$24.5M 0.01%
633,200
+52,265
1477
$24.5M 0.01%
2,575,715
+433,194
1478
$24.5M 0.01%
1,139,583
-77,664
1479
$24.4M 0.01%
1,217,463
+105,967
1480
$24.4M 0.01%
193,185
+120,289
1481
$24.3M 0.01%
325,080
+211,189
1482
$24.3M 0.01%
547,011
+279,381
1483
$24.3M 0.01%
434
+101
1484
$24.3M 0.01%
484,901
-14,827
1485
$24.3M 0.01%
1,707,401
+53,609
1486
$24.3M 0.01%
255,054
-467,784
1487
$24.3M 0.01%
616,141
-232,982
1488
$24.2M 0.01%
242,720
+138,162
1489
$24.2M 0.01%
7,422,958
+5,482,651
1490
$24.1M 0.01%
524,787
+158,086
1491
$24.1M 0.01%
504,449
+40,103
1492
$24.1M 0.01%
567,781
-446,148
1493
$24.1M 0.01%
81,286
-8,312
1494
$24M 0.01%
630,341
-595,993
1495
$23.9M 0.01%
113,943
+23,469
1496
$23.9M 0.01%
501,192
+133,616
1497
$23.9M 0.01%
569,115
-162,220
1498
$23.9M 0.01%
161,891
+10,955
1499
$23.8M 0.01%
1,079,584
+654,455
1500
$23.8M 0.01%
1,790,162
-71,797
58 59
60
61 62