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
1576
$21.7M 0.01%
1,473,983
+1,124,019
1577
$21.6M 0.01%
280,769
+2,586
1578
$21.6M 0.01%
214,036
+15,958
1579
$21.5M 0.01%
1,378,952
+284,684
1580
$21.5M 0.01%
2,679,780
-200,776
1581
$21.5M 0.01%
638,843
-20,460
1582
$21.5M 0.01%
909,284
+244,057
1583
$21.5M 0.01%
684,559
+232,586
1584
$21.4M 0.01%
469,454
+148,203
1585
$21.4M 0.01%
669,286
+435,681
1586
$21.4M 0.01%
717,686
+504,266
1587
$21.4M 0.01%
724,099
-13,776
1588
$21.4M 0.01%
439,205
+172,968
1589
$21.4M 0.01%
3,104,035
-2,177,174
1590
$21.4M 0.01%
643,495
+338,052
1591
$21.3M 0.01%
619,266
+94,370
1592
$21.3M 0.01%
1,370,820
+430,406
1593
$21.3M 0.01%
1,235,127
+12,863
1594
$21.3M 0.01%
133,050
-19,500
1595
$21.3M 0.01%
243,174
-174,897
1596
$21.2M ﹤0.01%
3,133,091
-395,269
1597
$21.2M ﹤0.01%
783,620
+496,092
1598
$21.1M ﹤0.01%
247,749
+85,204
1599
$21.1M ﹤0.01%
294,608
+241,435
1600
$21.1M ﹤0.01%
138,530
+19,958
62 63
64
65 66