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
4576
$752K ﹤0.01%
83,933
+5,078
4577
$752K ﹤0.01%
54,499
+19,355
4578
$749K ﹤0.01%
121,905
+115,383
4579
$749K ﹤0.01%
23,169
+11,362
4580
$749K ﹤0.01%
46,771
+46,071
4581
$747K ﹤0.01%
36,838
+5,202
4582
$747K ﹤0.01%
45,614
+34,898
4583
$745K ﹤0.01%
22,808
+14,414
4584
$744K ﹤0.01%
71,783
+60,828
4585
$741K ﹤0.01%
30,380
+7,306
4586
$741K ﹤0.01%
43,678
-3,512
4587
$741K ﹤0.01%
64,053
+18,682
4588
$738K ﹤0.01%
695
+614
4589
$738K ﹤0.01%
19,997
+129
4590
$736K ﹤0.01%
132,168
+15,794
4591
$735K ﹤0.01%
37,557
+29,570
4592
$735K ﹤0.01%
+16,160
4593
$732K ﹤0.01%
236,902
+10,765
4594
$730K ﹤0.01%
41,458
+5,326
4595
$728K ﹤0.01%
145,681
-35,401
4596
$727K ﹤0.01%
32,836
+10,591
4597
$725K ﹤0.01%
2,175
+784
4598
$724K ﹤0.01%
+27,542
4599
$720K ﹤0.01%
28,865
+19,052
4600
$719K ﹤0.01%
47,084
+18,555
182 183
184
185 186