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
1751
$17.9M ﹤0.01%
288,210
-548,879
1752
$17.9M ﹤0.01%
1,070,768
+174,105
1753
$17.9M ﹤0.01%
159,137
-35,414
1754
$17.9M ﹤0.01%
1,332,251
+1,155,805
1755
$17.9M ﹤0.01%
307,738
-6,086
1756
$17.9M ﹤0.01%
890,867
+102,177
1757
$17.9M ﹤0.01%
1,697,051
-1,896
1758
$17.9M ﹤0.01%
503,945
-32,384
1759
$17.9M ﹤0.01%
1,153,458
+759,960
1760
$17.9M ﹤0.01%
7,304
+4,675
1761
$17.8M ﹤0.01%
436,722
-7,304
1762
$17.8M ﹤0.01%
32,142
+10,366
1763
$17.8M ﹤0.01%
819,472
+14,794
1764
$17.8M ﹤0.01%
826,857
+158,668
1765
$17.7M ﹤0.01%
1,268,372
+36,462
1766
$17.7M ﹤0.01%
223,154
+128,100
1767
$17.7M ﹤0.01%
986,072
+315,360
1768
$17.7M ﹤0.01%
4,761,603
-1,513,307
1769
$17.7M ﹤0.01%
210,064
+26,707
1770
$17.6M ﹤0.01%
839,249
+28,018
1771
$17.6M ﹤0.01%
325,422
+177,046
1772
$17.6M ﹤0.01%
322,736
+23,753
1773
$17.6M ﹤0.01%
402,279
+259,855
1774
$17.5M ﹤0.01%
466,400
+7,300
1775
$17.5M ﹤0.01%
304,934
+100,207
69 70
71
72 73