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
2351
$10.7M ﹤0.01%
171,724
-1,434
2352
$10.7M ﹤0.01%
606,337
+67,916
2353
$10.7M ﹤0.01%
718,796
-201,391
2354
$10.6M ﹤0.01%
330,285
-308,092
2355
$10.6M ﹤0.01%
162,386
+3,256
2356
$10.6M ﹤0.01%
245,807
+128,301
2357
$10.6M ﹤0.01%
826,506
+85,119
2358
$10.6M ﹤0.01%
687,807
-50,913
2359
$10.6M ﹤0.01%
488,440
-4,327
2360
$10.6M ﹤0.01%
103,373
+30,161
2361
$10.6M ﹤0.01%
163,097
+20,829
2362
$10.6M ﹤0.01%
59,456
+28,085
2363
$10.6M ﹤0.01%
276,705
+197,766
2364
$10.6M ﹤0.01%
172,018
+5,031
2365
$10.6M ﹤0.01%
356,690
+23,648
2366
$10.6M ﹤0.01%
90,019
-30,480
2367
$10.5M ﹤0.01%
300,364
+216,850
2368
$10.5M ﹤0.01%
76,822
+14,363
2369
$10.5M ﹤0.01%
747,792
+43,521
2370
$10.5M ﹤0.01%
243,134
+6,764
2371
$10.5M ﹤0.01%
508,763
+22,504
2372
$10.5M ﹤0.01%
584,635
+115,901
2373
$10.4M ﹤0.01%
152,147
+30,988
2374
$10.4M ﹤0.01%
57,970
-232,899
2375
$10.4M ﹤0.01%
243,956
+25,708
93 94
95
96 97