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
1951
$14.8M ﹤0.01%
138,120
+30,817
1952
$14.8M ﹤0.01%
346,513
+86,375
1953
$14.8M ﹤0.01%
1,742,415
-77,501
1954
$14.7M ﹤0.01%
12,871
+1,784
1955
$14.7M ﹤0.01%
898,746
-1,459,140
1956
$14.7M ﹤0.01%
252,052
+128,886
1957
$14.7M ﹤0.01%
457,224
+127,538
1958
$14.7M ﹤0.01%
648,704
-927,469
1959
$14.7M ﹤0.01%
455,062
-95,440
1960
$14.6M ﹤0.01%
880,869
+115,030
1961
$14.6M ﹤0.01%
340,955
-70,591
1962
$14.6M ﹤0.01%
236,158
+69,848
1963
$14.6M ﹤0.01%
689,381
+400,319
1964
$14.6M ﹤0.01%
131,185
-45,864
1965
$14.5M ﹤0.01%
125,279
+80,592
1966
$14.5M ﹤0.01%
101,166
-205,040
1967
$14.5M ﹤0.01%
220,858
+12,362
1968
$14.5M ﹤0.01%
1,366,528
+1,090,420
1969
$14.5M ﹤0.01%
189,017
+73,698
1970
$14.5M ﹤0.01%
733,248
+161,005
1971
$14.5M ﹤0.01%
383,530
+102,548
1972
$14.4M ﹤0.01%
1,193,686
+192,832
1973
$14.4M ﹤0.01%
278,374
-3,462
1974
$14.4M ﹤0.01%
760,353
+51,360
1975
$14.4M ﹤0.01%
500,108
-5,779
77 78
79
80 81