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
1651
$20M ﹤0.01%
166,605
+38,774
1652
$19.9M ﹤0.01%
1,118,021
+430,665
1653
$19.9M ﹤0.01%
181,816
-78,071
1654
$19.9M ﹤0.01%
404,413
+89,260
1655
$19.9M ﹤0.01%
991,308
+21,912
1656
$19.9M ﹤0.01%
121,940
+107,339
1657
$19.8M ﹤0.01%
173,707
-43,246
1658
$19.8M ﹤0.01%
764,935
+166,587
1659
$19.8M ﹤0.01%
287,653
+201,699
1660
$19.8M ﹤0.01%
1,078,931
+536,357
1661
$19.8M ﹤0.01%
1,267,782
+603,367
1662
$19.8M ﹤0.01%
982,747
+108,763
1663
$19.8M ﹤0.01%
101,847
+9,668
1664
$19.7M ﹤0.01%
914,837
+241,565
1665
$19.7M ﹤0.01%
800,301
+145,286
1666
$19.7M ﹤0.01%
1,373,667
+550,278
1667
$19.7M ﹤0.01%
341,395
-4,873
1668
$19.6M ﹤0.01%
244,294
+121,973
1669
$19.6M ﹤0.01%
299,641
+39,205
1670
$19.6M ﹤0.01%
966,720
+387,600
1671
$19.6M ﹤0.01%
1,098,702
+172,561
1672
$19.5M ﹤0.01%
422,870
-125,494
1673
$19.5M ﹤0.01%
616,400
+146,352
1674
$19.4M ﹤0.01%
243,565
+9,957
1675
$19.4M ﹤0.01%
815,491
+14,816
65 66
67
68 69