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
1876
$15.8M ﹤0.01%
359,501
+6,301
1877
$15.8M ﹤0.01%
345,233
+77,980
1878
$15.7M ﹤0.01%
344,115
-3,198
1879
$15.7M ﹤0.01%
422,223
+249,010
1880
$15.7M ﹤0.01%
298,478
+14,872
1881
$15.7M ﹤0.01%
144,915
-22,427
1882
$15.7M ﹤0.01%
604,856
+100,848
1883
$15.7M ﹤0.01%
263,822
+30,286
1884
$15.6M ﹤0.01%
1,211,826
+850,410
1885
$15.6M ﹤0.01%
4,081,238
-402,341
1886
$15.6M ﹤0.01%
354,918
+22,934
1887
$15.6M ﹤0.01%
563,913
+25,632
1888
$15.6M ﹤0.01%
384,927
+238,695
1889
$15.6M ﹤0.01%
636,427
-70,143
1890
$15.6M ﹤0.01%
10,104,211
+9,550,641
1891
$15.5M ﹤0.01%
255,264
-3,477
1892
$15.5M ﹤0.01%
186,585
+59,897
1893
$15.5M ﹤0.01%
313,854
+91,448
1894
$15.5M ﹤0.01%
194,623
+48,087
1895
$15.5M ﹤0.01%
178,536
+60,078
1896
$15.4M ﹤0.01%
76,445
+20,785
1897
$15.4M ﹤0.01%
208,899
+44,934
1898
$15.4M ﹤0.01%
446,947
+249,655
1899
$15.4M ﹤0.01%
162,676
-18,282
1900
$15.4M ﹤0.01%
215,271
+19,430
74 75
76
77 78