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
2176
$12.2M ﹤0.01%
402,676
+35,863
2177
$12.2M ﹤0.01%
1,280,345
+753,011
2178
$12.2M ﹤0.01%
701,157
+303,673
2179
$12.2M ﹤0.01%
84,451
-39,673
2180
$12.2M ﹤0.01%
668,182
+34,529
2181
$12.2M ﹤0.01%
318,631
+160,223
2182
$12.2M ﹤0.01%
130,665
+38,089
2183
$12.2M ﹤0.01%
109,654
+51,569
2184
$12.1M ﹤0.01%
302,142
+52,389
2185
$12.1M ﹤0.01%
121,198
-10,624
2186
$12.1M ﹤0.01%
105,002
+23,969
2187
$12.1M ﹤0.01%
157,780
-871,571
2188
$12.1M ﹤0.01%
76,742
+5,290
2189
$12.1M ﹤0.01%
466,571
+183,763
2190
$12.1M ﹤0.01%
178,661
+41,533
2191
$12.1M ﹤0.01%
484,455
+149,477
2192
$12.1M ﹤0.01%
471,913
+25,920
2193
$12.1M ﹤0.01%
516,490
-214,666
2194
$12.1M ﹤0.01%
354,053
+78,790
2195
$12M ﹤0.01%
155,924
+56,948
2196
$12M ﹤0.01%
449,802
-817,128
2197
$12M ﹤0.01%
165,269
+2,042
2198
$12M ﹤0.01%
157,855
+23,201
2199
$11.9M ﹤0.01%
839,772
-1,545
2200
$11.9M ﹤0.01%
1,532,151
-207,577
86 87
88
89 90