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
1676
$19.4M ﹤0.01%
331,608
-8,676
1677
$19.4M ﹤0.01%
351,212
+18,990
1678
$19.4M ﹤0.01%
331,361
+47,307
1679
$19.3M ﹤0.01%
366,106
+17,084
1680
$19.3M ﹤0.01%
358,900
+299,419
1681
$19.3M ﹤0.01%
119,166
+41,207
1682
$19.3M ﹤0.01%
349,663
+292,341
1683
$19.3M ﹤0.01%
292,841
+232,290
1684
$19.3M ﹤0.01%
1,170,044
+241,814
1685
$19.2M ﹤0.01%
123,877
-218,927
1686
$19.1M ﹤0.01%
240,038
+99,742
1687
$19.1M ﹤0.01%
1,889,845
+573,101
1688
$19.1M ﹤0.01%
469,670
+7,564
1689
$19.1M ﹤0.01%
243,501
+75,136
1690
$19M ﹤0.01%
577,212
+1,644
1691
$19M ﹤0.01%
414,815
-13,158
1692
$19M ﹤0.01%
1,340,189
+1,189,874
1693
$19M ﹤0.01%
63,202
+27,203
1694
$19M ﹤0.01%
1,175,577
+1,093,620
1695
$19M ﹤0.01%
249,532
+126,423
1696
$19M ﹤0.01%
373,761
+257,212
1697
$18.9M ﹤0.01%
316,150
+128,464
1698
$18.9M ﹤0.01%
1,071,219
+110,015
1699
$18.9M ﹤0.01%
1,533,814
-332,965
1700
$18.9M ﹤0.01%
366,906
+252,063
66 67
68
69 70