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
4376
$1.07M ﹤0.01%
45,966
+11,537
4377
$1.07M ﹤0.01%
87,304
+7,395
4378
$1.07M ﹤0.01%
118,264
-176,710
4379
$1.06M ﹤0.01%
13,383
-47
4380
$1.06M ﹤0.01%
23,844
+22,629
4381
$1.06M ﹤0.01%
86,503
+27,315
4382
$1.06M ﹤0.01%
50,852
+27,466
4383
$1.06M ﹤0.01%
41,149
-12
4384
$1.06M ﹤0.01%
138,166
+28,792
4385
$1.06M ﹤0.01%
33,249
+12,387
4386
$1.05M ﹤0.01%
148,763
+12,037
4387
$1.05M ﹤0.01%
92,135
+8,420
4388
$1.05M ﹤0.01%
+55,233
4389
$1.04M ﹤0.01%
50,388
+22,086
4390
$1.04M ﹤0.01%
26,961
-4,726
4391
$1.04M ﹤0.01%
41,639
+30,554
4392
$1.04M ﹤0.01%
+37,955
4393
$1.04M ﹤0.01%
5,246
+4,069
4394
$1.04M ﹤0.01%
47,739
+22,617
4395
$1.04M ﹤0.01%
32,796
+30,168
4396
$1.04M ﹤0.01%
20,264
-18,232
4397
$1.04M ﹤0.01%
141,023
+34,586
4398
$1.03M ﹤0.01%
85,948
+15,761
4399
$1.03M ﹤0.01%
422,400
+392,600
4400
$1.03M ﹤0.01%
38,894
+4,244
174 175
176
177 178