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
4601
$715K ﹤0.01%
2,131
+1,175
4602
$715K ﹤0.01%
31,205
+15,667
4603
$714K ﹤0.01%
72,838
-298
4604
$714K ﹤0.01%
52,682
-1,500
4605
$713K ﹤0.01%
356
-395
4606
$709K ﹤0.01%
47,682
+32,733
4607
$709K ﹤0.01%
172,181
-1,932,660
4608
$708K ﹤0.01%
287
-1,814
4609
$708K ﹤0.01%
7,919
4610
$706K ﹤0.01%
32,678
+1,344
4611
$706K ﹤0.01%
26,284
+14,912
4612
$705K ﹤0.01%
7,866
+98
4613
$705K ﹤0.01%
18,128
+6,116
4614
$702K ﹤0.01%
1,152
+583
4615
$701K ﹤0.01%
48,424
+39,238
4616
$700K ﹤0.01%
17,068
+12,975
4617
$699K ﹤0.01%
20,652
+9,014
4618
$699K ﹤0.01%
41,263
-367
4619
$699K ﹤0.01%
33,283
+23,196
4620
$699K ﹤0.01%
7,677
+365
4621
$697K ﹤0.01%
18,394
-7,980
4622
$697K ﹤0.01%
24,070
-50,790
4623
$696K ﹤0.01%
31,813
+9,342
4624
$692K ﹤0.01%
33,194
+15,065
4625
$692K ﹤0.01%
109,350
+49,216
183 184
185
186 187