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
4501
$858K ﹤0.01%
15,996
+1,944
4502
$851K ﹤0.01%
660,089
+310,589
4503
$850K ﹤0.01%
13,119
-873
4504
$850K ﹤0.01%
8,881
+3,365
4505
$849K ﹤0.01%
179,214
+8,315
4506
$847K ﹤0.01%
57,939
+4,622
4507
$846K ﹤0.01%
45,751
+24,029
4508
$845K ﹤0.01%
35,269
+27,805
4509
$844K ﹤0.01%
149,170
+90,146
4510
$844K ﹤0.01%
192,640
+181,188
4511
$841K ﹤0.01%
23,848
+17,316
4512
$841K ﹤0.01%
15,191
+6,105
4513
$841K ﹤0.01%
95,741
+4,363
4514
$840K ﹤0.01%
28,372
+7,293
4515
$840K ﹤0.01%
9,350
+2,604
4516
$837K ﹤0.01%
35,406
+25,291
4517
$837K ﹤0.01%
18,136
4518
$834K ﹤0.01%
21,884
-21,919
4519
$829K ﹤0.01%
63,116
+8,234
4520
$826K ﹤0.01%
80,891
-200,429
4521
$825K ﹤0.01%
37,517
+9,118
4522
$824K ﹤0.01%
3,002
-5,451
4523
$823K ﹤0.01%
43,305
+22,433
4524
$822K ﹤0.01%
25,025
+4,325
4525
$821K ﹤0.01%
32,570
+21,606
179 180
181
182 183