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
1801
$17M ﹤0.01%
166,873
+51,668
1802
$17M ﹤0.01%
334,319
-1,531
1803
$17M ﹤0.01%
438,450
+149,330
1804
$16.9M ﹤0.01%
1,575,073
-168,025
1805
$16.9M ﹤0.01%
910,169
+829,482
1806
$16.9M ﹤0.01%
466,972
+52,299
1807
$16.9M ﹤0.01%
250,568
+231,257
1808
$16.9M ﹤0.01%
326,251
-1,331
1809
$16.9M ﹤0.01%
406,863
+214,567
1810
$16.9M ﹤0.01%
96,916
+21,753
1811
$16.9M ﹤0.01%
215,831
+182,051
1812
$16.8M ﹤0.01%
458,376
-43,624
1813
$16.8M ﹤0.01%
281,570
+61,636
1814
$16.8M ﹤0.01%
1,022,087
+11,975
1815
$16.8M ﹤0.01%
3,223,536
-25,000
1816
$16.8M ﹤0.01%
164,880
+3,352
1817
$16.7M ﹤0.01%
374,093
+10,555
1818
$16.7M ﹤0.01%
579,616
-97,860
1819
$16.7M ﹤0.01%
512,709
+227,346
1820
$16.7M ﹤0.01%
583,552
+52,842
1821
$16.6M ﹤0.01%
875,396
+448,002
1822
$16.6M ﹤0.01%
223,362
+65,498
1823
$16.5M ﹤0.01%
212,587
+82,532
1824
$16.5M ﹤0.01%
465,719
+376,308
1825
$16.5M ﹤0.01%
226,265
-41,337
71 72
73
74 75