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
2026
$13.9M ﹤0.01%
1,282,092
+702,531
2027
$13.9M ﹤0.01%
651,015
+293,488
2028
$13.9M ﹤0.01%
347,924
+175,725
2029
$13.8M ﹤0.01%
1,385,762
+480,205
2030
$13.8M ﹤0.01%
890,626
+92,375
2031
$13.8M ﹤0.01%
340,502
+79,704
2032
$13.8M ﹤0.01%
211,991
+70,737
2033
$13.8M ﹤0.01%
389,981
+35,131
2034
$13.8M ﹤0.01%
759,327
+32,967
2035
$13.8M ﹤0.01%
160,663
+141,445
2036
$13.8M ﹤0.01%
377,909
-13,292
2037
$13.8M ﹤0.01%
448,535
+33,387
2038
$13.8M ﹤0.01%
1,795,432
+522,989
2039
$13.8M ﹤0.01%
206,412
-279,860
2040
$13.7M ﹤0.01%
301,953
+63,553
2041
$13.7M ﹤0.01%
649,624
+152,339
2042
$13.7M ﹤0.01%
201,310
-8,890
2043
$13.6M ﹤0.01%
220,983
+55,147
2044
$13.6M ﹤0.01%
173,545
+76,053
2045
$13.6M ﹤0.01%
200,121
-11,683
2046
$13.6M ﹤0.01%
296,237
+72,085
2047
$13.6M ﹤0.01%
593,394
-82,919
2048
$13.6M ﹤0.01%
1,551,037
+880,268
2049
$13.6M ﹤0.01%
210,542
-11,414
2050
$13.6M ﹤0.01%
546,070
-79,342
80 81
82
83 84