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
1776
$17.4M ﹤0.01%
670,217
+477,964
1777
$17.4M ﹤0.01%
473,884
+117,548
1778
$17.4M ﹤0.01%
532,475
+103,570
1779
$17.4M ﹤0.01%
914,280
-64,340
1780
$17.3M ﹤0.01%
11,953,132
+368,923
1781
$17.3M ﹤0.01%
1,229,565
+821,414
1782
$17.3M ﹤0.01%
864,452
+734,580
1783
$17.2M ﹤0.01%
1,246,957
+93,115
1784
$17.2M ﹤0.01%
1,145,418
+878,178
1785
$17.2M ﹤0.01%
905,448
+34,423
1786
$17.2M ﹤0.01%
530,867
+213,667
1787
$17.2M ﹤0.01%
234,750
+89,277
1788
$17.2M ﹤0.01%
1,804,409
-19,529
1789
$17.2M ﹤0.01%
1,229,094
+467,533
1790
$17.2M ﹤0.01%
770,631
-140,066
1791
$17.2M ﹤0.01%
810,511
+178,445
1792
$17.2M ﹤0.01%
671,906
+4,307
1793
$17.1M ﹤0.01%
159,499
+76,616
1794
$17.1M ﹤0.01%
2,154,168
+31,959
1795
$17.1M ﹤0.01%
299,118
-47,557
1796
$17M ﹤0.01%
1,134,624
+37,840
1797
$17M ﹤0.01%
1,048,265
+843,306
1798
$17M ﹤0.01%
930,701
+247,501
1799
$17M ﹤0.01%
740,093
+52,261
1800
$17M ﹤0.01%
495,234
+43,401
70 71
72
73 74