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
2276
$11.3M ﹤0.01%
55,301
+27,524
2277
$11.3M ﹤0.01%
212,467
2278
$11.3M ﹤0.01%
292,358
-1,760
2279
$11.3M ﹤0.01%
169,220
+599
2280
$11.3M ﹤0.01%
591,877
+60,962
2281
$11.3M ﹤0.01%
101,297
+22,726
2282
$11.3M ﹤0.01%
121,688
-128,527
2283
$11.2M ﹤0.01%
222,061
-136,574
2284
$11.2M ﹤0.01%
488,527
+106,938
2285
$11.2M ﹤0.01%
229,566
+206,488
2286
$11.2M ﹤0.01%
1,886,263
+4,771
2287
$11.2M ﹤0.01%
267,032
+45,763
2288
$11.2M ﹤0.01%
285,249
-184,515
2289
$11.2M ﹤0.01%
170,234
+43,537
2290
$11.2M ﹤0.01%
862,106
+801,191
2291
$11.2M ﹤0.01%
247,042
+76,745
2292
$11.2M ﹤0.01%
454,289
+194,141
2293
$11.2M ﹤0.01%
27,330
+1,424
2294
$11.2M ﹤0.01%
175,857
+7,561
2295
$11.2M ﹤0.01%
230,857
+7,298
2296
$11.2M ﹤0.01%
109,876
+89,200
2297
$11.2M ﹤0.01%
275,212
+90,654
2298
$11.2M ﹤0.01%
279,941
+8,634
2299
$11.1M ﹤0.01%
305,013
+153,272
2300
$11.1M ﹤0.01%
29,478
+9,412
90 91
92
93 94