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
2076
$13.3M ﹤0.01%
471,305
-10,407
2077
$13.2M ﹤0.01%
821,083
+54,113
2078
$13.2M ﹤0.01%
499,918
-126,265
2079
$13.2M ﹤0.01%
455,267
-4,572
2080
$13.2M ﹤0.01%
601,273
+74,372
2081
$13.2M ﹤0.01%
415,148
+124,040
2082
$13.2M ﹤0.01%
136,869
+46,938
2083
$13.1M ﹤0.01%
244,080
+7,739
2084
$13.1M ﹤0.01%
347,353
+1,791
2085
$13.1M ﹤0.01%
431,266
+77,269
2086
$13M ﹤0.01%
231,369
+56,813
2087
$13M ﹤0.01%
140,924
+78,557
2088
$13M ﹤0.01%
512,341
+152,917
2089
$13M ﹤0.01%
78,934
+34,712
2090
$13M ﹤0.01%
2,096,665
+1,453,659
2091
$13M ﹤0.01%
1,392,837
+77,852
2092
$13M ﹤0.01%
125,556
+36,603
2093
$13M ﹤0.01%
389,418
+157,561
2094
$13M ﹤0.01%
473,844
-3,218,724
2095
$12.9M ﹤0.01%
178,076
+56,911
2096
$12.9M ﹤0.01%
199,656
+45,770
2097
$12.9M ﹤0.01%
3,417,389
+2,182,687
2098
$12.9M ﹤0.01%
549,679
+330,711
2099
$12.9M ﹤0.01%
65,878
-5,819
2100
$12.9M ﹤0.01%
+4,288,241
82 83
84
85 86