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
2001
$14.1M ﹤0.01%
289,092
-44,226
2002
$14.1M ﹤0.01%
755,262
-506,426
2003
$14.1M ﹤0.01%
720,684
-591,822
2004
$14.1M ﹤0.01%
418,755
+112,283
2005
$14.1M ﹤0.01%
152,557
+44,198
2006
$14.1M ﹤0.01%
265,708
-22,709
2007
$14.1M ﹤0.01%
190,747
+76,685
2008
$14.1M ﹤0.01%
400,343
+36,037
2009
$14.1M ﹤0.01%
100,781
+45,275
2010
$14M ﹤0.01%
363,017
+133,974
2011
$14M ﹤0.01%
1,845,672
-945,895
2012
$14M ﹤0.01%
212,946
+2,296
2013
$14M ﹤0.01%
680,473
+8,823
2014
$14M ﹤0.01%
313,885
+104,014
2015
$14M ﹤0.01%
893,322
+8,714
2016
$14M ﹤0.01%
952,266
+29,879
2017
$14M ﹤0.01%
389,674
-422,824
2018
$14M ﹤0.01%
328,269
+101,121
2019
$14M ﹤0.01%
140,367
+1,115
2020
$14M ﹤0.01%
354,738
+216,315
2021
$14M ﹤0.01%
285,459
+95,194
2022
$13.9M ﹤0.01%
561,896
+489,109
2023
$13.9M ﹤0.01%
786,778
-9,508
2024
$13.9M ﹤0.01%
369,285
+89,116
2025
$13.9M ﹤0.01%
404,637
+228,711
79 80
81
82 83