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
4476
$915K ﹤0.01%
+114,670
4477
$913K ﹤0.01%
53,846
+26,333
4478
$912K ﹤0.01%
121,482
+99,976
4479
$912K ﹤0.01%
36,899
+18,741
4480
$904K ﹤0.01%
58,482
-17,551
4481
$902K ﹤0.01%
13,096
-725
4482
$902K ﹤0.01%
17,134
-24,263
4483
$901K ﹤0.01%
10,672
+3,116
4484
$901K ﹤0.01%
68,868
+64,814
4485
$896K ﹤0.01%
15,200
+9,112
4486
$895K ﹤0.01%
412,545
+143,696
4487
$894K ﹤0.01%
105,593
+95,605
4488
$892K ﹤0.01%
263,854
+170,748
4489
$889K ﹤0.01%
67,184
+28,993
4490
$889K ﹤0.01%
80,240
+12,319
4491
$883K ﹤0.01%
61,748
+13,022
4492
$879K ﹤0.01%
161,841
-3,859
4493
$874K ﹤0.01%
79,790
+4,577
4494
$873K ﹤0.01%
36,819
+24,238
4495
$873K ﹤0.01%
56,921
+39,506
4496
$872K ﹤0.01%
58,745
+24,737
4497
$865K ﹤0.01%
+79,642
4498
$864K ﹤0.01%
58,772
+49,280
4499
$863K ﹤0.01%
7,733
+6,518
4500
$861K ﹤0.01%
30,476
+14,228
178 179
180
181 182