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
1526
$23.2M 0.01%
541,647
+235,766
1527
$23.2M 0.01%
482,654
-80,821
1528
$23.1M 0.01%
4,070,195
+292,517
1529
$23M 0.01%
854,945
+19,235
1530
$23M 0.01%
1,205,160
+512,174
1531
$23M 0.01%
506,542
-182,078
1532
$22.9M 0.01%
665,493
-38,651
1533
$22.9M 0.01%
616,590
+79,676
1534
$22.9M 0.01%
1,639,967
+73,277
1535
$22.9M 0.01%
1,985,617
+160,591
1536
$22.9M 0.01%
323,413
+6,608
1537
$22.8M 0.01%
24,498,206
+24,498,203
1538
$22.7M 0.01%
2,878,708
+10,629
1539
$22.6M 0.01%
4,432,696
+1,686,844
1540
$22.6M 0.01%
1,488,116
-64,190
1541
$22.6M 0.01%
222,387
+58,755
1542
$22.5M 0.01%
205,807
+138,957
1543
$22.5M 0.01%
308,910
-103,566
1544
$22.5M 0.01%
865,344
+300,707
1545
$22.5M 0.01%
262,322
-394
1546
$22.5M 0.01%
495,276
-24,281
1547
$22.4M 0.01%
402,359
+224,226
1548
$22.4M 0.01%
323,177
+91,680
1549
$22.4M 0.01%
1,386,315
-30,883
1550
$22.3M 0.01%
957,138
-815,815
60 61
62
63 64