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
4426
$982K ﹤0.01%
47,181
+15,327
4427
$980K ﹤0.01%
33,743
+10,324
4428
$980K ﹤0.01%
69,940
-25,450
4429
$979K ﹤0.01%
176,329
+73,727
4430
$976K ﹤0.01%
115,819
-33,276
4431
$973K ﹤0.01%
37,356
+32,988
4432
$973K ﹤0.01%
132,264
-3,497
4433
$973K ﹤0.01%
27,016
-2,335
4434
$972K ﹤0.01%
24,533
+18,438
4435
$972K ﹤0.01%
210,244
+3,754
4436
$971K ﹤0.01%
13,245
+9,326
4437
$971K ﹤0.01%
26,186
+394
4438
$968K ﹤0.01%
213,538
+176,060
4439
$966K ﹤0.01%
71,662
+16,543
4440
$966K ﹤0.01%
1,041,901
-195,278
4441
$962K ﹤0.01%
1,154
-1,088
4442
$960K ﹤0.01%
59,566
+7,178
4443
$960K ﹤0.01%
107,821
-84,533
4444
$955K ﹤0.01%
3,287
+568
4445
$955K ﹤0.01%
62,642
+2,472
4446
$953K ﹤0.01%
55,843
+49,961
4447
$953K ﹤0.01%
30,237
-46,804
4448
$952K ﹤0.01%
6,842
+3,845
4449
$952K ﹤0.01%
293,235
-1,327,266
4450
$951K ﹤0.01%
64,374
+6,543
176 177
178
179 180