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
2151
$12.4M ﹤0.01%
789,989
+92,737
2152
$12.4M ﹤0.01%
465,901
+77,917
2153
$12.4M ﹤0.01%
1,908,606
-17,404
2154
$12.4M ﹤0.01%
750,847
-63,231
2155
$12.3M ﹤0.01%
267,193
+202,788
2156
$12.3M ﹤0.01%
418,286
-8,454,807
2157
$12.3M ﹤0.01%
228,298
+68,785
2158
$12.3M ﹤0.01%
146,903
+11,015
2159
$12.3M ﹤0.01%
434,570
+48,750
2160
$12.3M ﹤0.01%
260,636
-6,968
2161
$12.3M ﹤0.01%
73,677
+51,737
2162
$12.3M ﹤0.01%
104,936
+60,053
2163
$12.3M ﹤0.01%
469,870
-179,320
2164
$12.3M ﹤0.01%
102,525
-9,262
2165
$12.3M ﹤0.01%
223,272
+86,332
2166
$12.2M ﹤0.01%
123,864
+59,082
2167
$12.2M ﹤0.01%
566,195
+137,912
2168
$12.2M ﹤0.01%
389,945
+2,050
2169
$12.2M ﹤0.01%
426,301
+343,422
2170
$12.2M ﹤0.01%
334,534
-3,093
2171
$12.2M ﹤0.01%
273,079
+77,277
2172
$12.2M ﹤0.01%
714,026
+17,639
2173
$12.2M ﹤0.01%
173,520
-2,908
2174
$12.2M ﹤0.01%
1,008,943
-904,274
2175
$12.2M ﹤0.01%
689,234
+65,692
85 86
87
88 89