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
1901
$15.4M ﹤0.01%
1,908,561
-14,173
1902
$15.4M ﹤0.01%
602,714
-131,078
1903
$15.4M ﹤0.01%
1,115,529
+350,040
1904
$15.4M ﹤0.01%
144,545
-43,197
1905
$15.4M ﹤0.01%
714,250
+22,632
1906
$15.3M ﹤0.01%
233,237
-35,061
1907
$15.3M ﹤0.01%
117,089
+17,210
1908
$15.3M ﹤0.01%
265,886
-81,274
1909
$15.3M ﹤0.01%
1,641,936
+2,644
1910
$15.3M ﹤0.01%
1,065,572
+416,387
1911
$15.3M ﹤0.01%
386,080
-334,424
1912
$15.3M ﹤0.01%
318,337
+11,750
1913
$15.2M ﹤0.01%
165,295
+7,614
1914
$15.2M ﹤0.01%
324,429
+307,808
1915
$15.2M ﹤0.01%
1,129,313
-47,800
1916
$15.2M ﹤0.01%
+1,027,700
1917
$15.2M ﹤0.01%
3,096,274
+620,280
1918
$15.1M ﹤0.01%
820,694
-14,403
1919
$15.1M ﹤0.01%
428,393
+53,965
1920
$15.1M ﹤0.01%
700,182
-162,193
1921
$15.1M ﹤0.01%
323,051
+10,691
1922
$15.1M ﹤0.01%
212,148
+32,938
1923
$15.1M ﹤0.01%
1,318,754
+876,122
1924
$15.1M ﹤0.01%
172,662
+130,468
1925
$15.1M ﹤0.01%
339,685
+91,152
75 76
77
78 79