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
1501
$23.8M 0.01%
473,477
-30,373
1502
$23.8M 0.01%
796,308
+89,835
1503
$23.7M 0.01%
607,226
-101,944
1504
$23.7M 0.01%
895,638
-127,786
1505
$23.7M 0.01%
344,948
-29,490
1506
$23.7M 0.01%
249,431
+64,211
1507
$23.7M 0.01%
295,255
+136,365
1508
$23.7M 0.01%
439,141
+7,053
1509
$23.7M 0.01%
1,039,490
+327,537
1510
$23.6M 0.01%
236,381
-57,159
1511
$23.6M 0.01%
765,030
+502,202
1512
$23.5M 0.01%
946,667
-285,576
1513
$23.4M 0.01%
542,512
+197,620
1514
$23.4M 0.01%
449,769
+270,880
1515
$23.4M 0.01%
330,010
+79,641
1516
$23.4M 0.01%
369,426
+39,132
1517
$23.4M 0.01%
705,084
+396,180
1518
$23.3M 0.01%
1,194,173
+864,057
1519
$23.3M 0.01%
4,910,012
-428,572
1520
$23.3M 0.01%
830,196
+56,527
1521
$23.3M 0.01%
233,514
+6,259
1522
$23.3M 0.01%
445,985
-148,353
1523
$23.2M 0.01%
1,097,595
-8,341
1524
$23.2M 0.01%
1,591,069
+86,364
1525
$23.2M 0.01%
708,796
+297,282