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
1601
$21.1M ﹤0.01%
205,588
-2,677
1602
$21.1M ﹤0.01%
405,060
+306,709
1603
$21M ﹤0.01%
1,199,203
+852,269
1604
$21M ﹤0.01%
375,297
+130,989
1605
$21M ﹤0.01%
960,730
+580,718
1606
$21M ﹤0.01%
9,000,570
+232,259
1607
$20.9M ﹤0.01%
157,763
+32,874
1608
$20.9M ﹤0.01%
377,696
+214,267
1609
$20.9M ﹤0.01%
327,822
+12,201
1610
$20.9M ﹤0.01%
186,544
+121,854
1611
$20.9M ﹤0.01%
804,655
+136,825
1612
$20.9M ﹤0.01%
468,246
+82,504
1613
$20.9M ﹤0.01%
422,138
+52,747
1614
$20.8M ﹤0.01%
697,249
+127,864
1615
$20.8M ﹤0.01%
212,290
+2,586
1616
$20.8M ﹤0.01%
348,444
+77,712
1617
$20.8M ﹤0.01%
596,882
-9,050
1618
$20.7M ﹤0.01%
791,261
+14,478
1619
$20.7M ﹤0.01%
130,117
-10,834
1620
$20.7M ﹤0.01%
429,524
+89,228
1621
$20.7M ﹤0.01%
817,266
-77,321
1622
$20.6M ﹤0.01%
2,125,650
+115,630
1623
$20.6M ﹤0.01%
2,057,302
-194,475
1624
$20.6M ﹤0.01%
379,123
+273,326
1625
$20.6M ﹤0.01%
613,621
-6,360
63 64
65
66 67