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
1626
$20.6M ﹤0.01%
2,052,905
-186,504
1627
$20.6M ﹤0.01%
804,077
+25,320
1628
$20.5M ﹤0.01%
502,979
+61,518
1629
$20.5M ﹤0.01%
2,040,632
+38,949
1630
$20.5M ﹤0.01%
841,066
-111,838
1631
$20.4M ﹤0.01%
803,804
+22,709
1632
$20.4M ﹤0.01%
200,877
+29,919
1633
$20.4M ﹤0.01%
427,847
+106,701
1634
$20.4M ﹤0.01%
845,505
+71,404
1635
$20.4M ﹤0.01%
762,240
-13,822
1636
$20.3M ﹤0.01%
4,008,998
+257,493
1637
$20.2M ﹤0.01%
704,729
+380,950
1638
$20.2M ﹤0.01%
263,635
-58,282
1639
$20.2M ﹤0.01%
692,129
+164,604
1640
$20.2M ﹤0.01%
336,931
+152,758
1641
$20.2M ﹤0.01%
934,655
+143,966
1642
$20.1M ﹤0.01%
143,780
+46,269
1643
$20.1M ﹤0.01%
55,120
+43,770
1644
$20.1M ﹤0.01%
698,576
-25,225
1645
$20.1M ﹤0.01%
446,662
-63,424
1646
$20.1M ﹤0.01%
831,619
+68,211
1647
$20.1M ﹤0.01%
245,809
+62,877
1648
$20.1M ﹤0.01%
252,378
+131,950
1649
$20M ﹤0.01%
388,628
+145,707
1650
$20M ﹤0.01%
1,320,307
-547,874
64 65
66
67 68