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
2126
$12.6M ﹤0.01%
51,680
+15,754
2127
$12.6M ﹤0.01%
713,608
+5,520
2128
$12.6M ﹤0.01%
1,754,683
+149,698
2129
$12.6M ﹤0.01%
114,805
+44,858
2130
$12.6M ﹤0.01%
178,919
-158,860
2131
$12.6M ﹤0.01%
193,027
+129,313
2132
$12.5M ﹤0.01%
543,584
+167,985
2133
$12.5M ﹤0.01%
317,425
+81,150
2134
$12.5M ﹤0.01%
69,596
+48,345
2135
$12.5M ﹤0.01%
185,372
-2,797
2136
$12.5M ﹤0.01%
251,236
+179,475
2137
$12.5M ﹤0.01%
1,048,553
+858,032
2138
$12.5M ﹤0.01%
688,383
-651,162
2139
$12.5M ﹤0.01%
425,826
+150,211
2140
$12.5M ﹤0.01%
747,221
+378,558
2141
$12.5M ﹤0.01%
38,506
+4,867
2142
$12.5M ﹤0.01%
1,275,065
-81,435
2143
$12.4M ﹤0.01%
833,529
+50,673
2144
$12.4M ﹤0.01%
116,457
+54,103
2145
$12.4M ﹤0.01%
496,277
+357,133
2146
$12.4M ﹤0.01%
152,398
+100,262
2147
$12.4M ﹤0.01%
406,896
+272,431
2148
$12.4M ﹤0.01%
380,382
+177,689
2149
$12.4M ﹤0.01%
289,822
+14,426
2150
$12.4M ﹤0.01%
1,575,825
+1,130,343
84 85
86
87 88