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
4526
$820K ﹤0.01%
32,675
+24,749
4527
$819K ﹤0.01%
77,178
+47,121
4528
$819K ﹤0.01%
377,202
+1,215
4529
$818K ﹤0.01%
49,573
-118,146
4530
$817K ﹤0.01%
49,133
-18,521
4531
$817K ﹤0.01%
69,572
+8,397
4532
$812K ﹤0.01%
76,037
+6,063
4533
$812K ﹤0.01%
26,982
+18,507
4534
$809K ﹤0.01%
14,756
+7,172
4535
$808K ﹤0.01%
37,427
+29,307
4536
$808K ﹤0.01%
10,531
-60,245
4537
$808K ﹤0.01%
65,901
+31,556
4538
$807K ﹤0.01%
305,611
-29,054
4539
$806K ﹤0.01%
303,052
+190,444
4540
$806K ﹤0.01%
75,789
+54,202
4541
$802K ﹤0.01%
18,867
+8,757
4542
$802K ﹤0.01%
15,936
-264
4543
$801K ﹤0.01%
34,552
-6,261
4544
$799K ﹤0.01%
265,747
+55,381
4545
$799K ﹤0.01%
104,197
+81,885
4546
$797K ﹤0.01%
18,761
+3,747
4547
$795K ﹤0.01%
77,315
+18,252
4548
$795K ﹤0.01%
133,353
+40,337
4549
$795K ﹤0.01%
42,912
-6,297
4550
$794K ﹤0.01%
25,607
+18,590
180 181
182
183 184