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
1551
$22.3M 0.01%
223,919
-314
1552
$22.3M 0.01%
1,328,775
+217,730
1553
$22.3M 0.01%
1,737,558
+102,474
1554
$22.3M 0.01%
237,888
+77,143
1555
$22.3M 0.01%
189,641
+59,595
1556
$22.2M 0.01%
144,676
+31,792
1557
$22.2M 0.01%
3,197,336
+336,483
1558
$22.1M 0.01%
160,472
-126,854
1559
$22.1M 0.01%
763,862
-112,031
1560
$21.9M 0.01%
2,104,963
+212,865
1561
$21.9M 0.01%
884,695
+221,697
1562
$21.9M 0.01%
444,698
+85,944
1563
$21.9M 0.01%
980,623
-390,802
1564
$21.8M 0.01%
1,161,759
+29,306
1565
$21.8M 0.01%
1,008,360
+281,307
1566
$21.8M 0.01%
588,391
+13,593
1567
$21.8M 0.01%
419,927
-8,401
1568
$21.8M 0.01%
488,943
+106,303
1569
$21.7M 0.01%
1,256,863
+971,993
1570
$21.7M 0.01%
487,744
+194,677
1571
$21.7M 0.01%
1,019,266
+37,432
1572
$21.7M 0.01%
1,936,157
-8,336
1573
$21.7M 0.01%
27,112
+8,155
1574
$21.7M 0.01%
849,285
-55,107
1575
$21.7M 0.01%
2,685,081
+35,581
61 62
63
64 65