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
2326
$10.9M ﹤0.01%
248,304
-163,764
2327
$10.9M ﹤0.01%
431,537
+92,315
2328
$10.9M ﹤0.01%
681,439
+396,137
2329
$10.9M ﹤0.01%
762,320
+26,568
2330
$10.8M ﹤0.01%
279,133
+169,276
2331
$10.8M ﹤0.01%
683,767
+235,312
2332
$10.8M ﹤0.01%
189,633
+91,642
2333
$10.8M ﹤0.01%
233,811
+52,099
2334
$10.8M ﹤0.01%
287,222
+67,284
2335
$10.8M ﹤0.01%
363,233
-1,296,814
2336
$10.8M ﹤0.01%
139,693
+109,313
2337
$10.8M ﹤0.01%
418,965
+28,631
2338
$10.8M ﹤0.01%
346,824
+49,125
2339
$10.8M ﹤0.01%
148,483
-4,192
2340
$10.8M ﹤0.01%
214,836
+3,578
2341
$10.8M ﹤0.01%
206,824
+66,317
2342
$10.8M ﹤0.01%
242,223
+87,170
2343
$10.7M ﹤0.01%
490,113
-51,218
2344
$10.7M ﹤0.01%
186,086
-3,118
2345
$10.7M ﹤0.01%
229,263
+45,733
2346
$10.7M ﹤0.01%
2,863,325
+222,356
2347
$10.7M ﹤0.01%
165,968
+27,628
2348
$10.7M ﹤0.01%
252,224
+30,555
2349
$10.7M ﹤0.01%
207,321
-111,704
2350
$10.7M ﹤0.01%
460,011
+332,881
92 93
94
95 96