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
2251
$11.5M ﹤0.01%
511,660
+388,107
2252
$11.5M ﹤0.01%
158,233
+12,126
2253
$11.5M ﹤0.01%
257,912
-5,017
2254
$11.5M ﹤0.01%
448,998
+9,431
2255
$11.4M ﹤0.01%
306,865
+26,809
2256
$11.4M ﹤0.01%
516,404
+336,802
2257
$11.4M ﹤0.01%
842,982
+185,972
2258
$11.4M ﹤0.01%
224,429
+12,693
2259
$11.4M ﹤0.01%
325,516
+299,563
2260
$11.4M ﹤0.01%
355,386
+24,432
2261
$11.4M ﹤0.01%
203,638
-88,371
2262
$11.4M ﹤0.01%
163,203
+56,603
2263
$11.4M ﹤0.01%
422,939
+239,817
2264
$11.4M ﹤0.01%
624,312
+575,318
2265
$11.4M ﹤0.01%
60,828
+55,760
2266
$11.4M ﹤0.01%
266,038
-66,322
2267
$11.4M ﹤0.01%
243,733
+28,850
2268
$11.4M ﹤0.01%
177,639
-58,572
2269
$11.3M ﹤0.01%
211,747
+71,753
2270
$11.3M ﹤0.01%
1,266,517
-32,659
2271
$11.3M ﹤0.01%
769,506
+416,276
2272
$11.3M ﹤0.01%
1,069,221
+329,623
2273
$11.3M ﹤0.01%
329,885
-584,448
2274
$11.3M ﹤0.01%
550,092
-117,304
2275
$11.3M ﹤0.01%
288,436
-178,051