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
2201
$11.9M ﹤0.01%
365,868
+145,463
2202
$11.9M ﹤0.01%
685,009
+633,748
2203
$11.9M ﹤0.01%
860,141
+3,996
2204
$11.9M ﹤0.01%
107,624
-111,325
2205
$11.9M ﹤0.01%
173,586
+85,032
2206
$11.9M ﹤0.01%
857,175
+251,825
2207
$11.9M ﹤0.01%
168,516
+55,053
2208
$11.9M ﹤0.01%
358,308
-3,555
2209
$11.9M ﹤0.01%
524,112
-79,233
2210
$11.9M ﹤0.01%
243,478
+65,231
2211
$11.8M ﹤0.01%
158,136
+106,161
2212
$11.8M ﹤0.01%
1,004,590
-14,159
2213
$11.8M ﹤0.01%
280,934
+159,668
2214
$11.8M ﹤0.01%
206,657
+8,965
2215
$11.8M ﹤0.01%
103,226
+16,062
2216
$11.8M ﹤0.01%
1,301,348
+492,252
2217
$11.8M ﹤0.01%
529,677
+93,891
2218
$11.8M ﹤0.01%
156,102
+79,747
2219
$11.7M ﹤0.01%
1,646,314
+209,333
2220
$11.7M ﹤0.01%
175,123
-415
2221
$11.7M ﹤0.01%
216,054
+57,303
2222
$11.7M ﹤0.01%
447,691
+73,804
2223
$11.7M ﹤0.01%
453,111
+40,839
2224
$11.7M ﹤0.01%
322,973
+34,078
2225
$11.7M ﹤0.01%
241,138
+17,358
87 88
89
90 91