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
2051
$13.6M ﹤0.01%
412,086
+21,865
2052
$13.6M ﹤0.01%
571,237
+41,505
2053
$13.6M ﹤0.01%
153,885
+91,200
2054
$13.5M ﹤0.01%
90,076
-121,254
2055
$13.5M ﹤0.01%
385,794
+113,847
2056
$13.5M ﹤0.01%
293,603
-455,688
2057
$13.5M ﹤0.01%
250,031
+90,356
2058
$13.5M ﹤0.01%
773,280
-115,484
2059
$13.5M ﹤0.01%
527,575
+382,462
2060
$13.5M ﹤0.01%
161,650
+78,538
2061
$13.5M ﹤0.01%
287,004
+161,725
2062
$13.5M ﹤0.01%
1,314,449
-26,620
2063
$13.4M ﹤0.01%
171,181
+81,658
2064
$13.4M ﹤0.01%
104,333
+69,400
2065
$13.4M ﹤0.01%
562,119
+365,057
2066
$13.4M ﹤0.01%
1,269,420
-207,147
2067
$13.4M ﹤0.01%
447,648
+39,642
2068
$13.4M ﹤0.01%
204,825
+24,101
2069
$13.4M ﹤0.01%
974,672
+222,901
2070
$13.4M ﹤0.01%
688,440
-163,029
2071
$13.4M ﹤0.01%
254,645
+63,150
2072
$13.4M ﹤0.01%
166,320
+1,108
2073
$13.3M ﹤0.01%
523,861
+26,640
2074
$13.3M ﹤0.01%
276,931
+216,665
2075
$13.3M ﹤0.01%
328,556
+188,701
81 82
83
84 85