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
4626
$692K ﹤0.01%
31,748
+3
4627
$689K ﹤0.01%
37,971
+28,710
4628
$686K ﹤0.01%
71,764
+6,726
4629
$685K ﹤0.01%
35,494
+15,918
4630
$681K ﹤0.01%
31,248
+3,349
4631
$681K ﹤0.01%
22,166
+18,777
4632
$679K ﹤0.01%
22,536
+10,160
4633
$677K ﹤0.01%
19,923
+12,196
4634
$673K ﹤0.01%
20,198
+11,552
4635
$671K ﹤0.01%
141,843
+7,153
4636
$668K ﹤0.01%
140,278
-62,731
4637
$668K ﹤0.01%
103,528
+15,732
4638
$667K ﹤0.01%
13,448
+9,383
4639
$661K ﹤0.01%
175,156
-593
4640
$660K ﹤0.01%
138,386
+42,313
4641
$659K ﹤0.01%
46,330
+6,478
4642
$658K ﹤0.01%
35,812
+3,749
4643
$656K ﹤0.01%
33,705
+13,913
4644
$656K ﹤0.01%
58,555
-34,631
4645
$654K ﹤0.01%
108,643
-5,800
4646
$654K ﹤0.01%
23,570
+6,020
4647
$650K ﹤0.01%
83,850
+12,013
4648
$650K ﹤0.01%
8,917
+6,803
4649
$650K ﹤0.01%
23,670
-32,356
4650
$650K ﹤0.01%
5,066
-1,450
184 185
186
187 188