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
4651
$649K ﹤0.01%
49,334
+13,484
4652
$647K ﹤0.01%
60,592
+12,788
4653
$646K ﹤0.01%
132,891
+74,484
4654
$646K ﹤0.01%
13,410
+7,474
4655
$644K ﹤0.01%
181,445
+181,245
4656
$644K ﹤0.01%
46,015
+1,580
4657
$641K ﹤0.01%
24,777
-1,868
4658
$640K ﹤0.01%
33,616
+23,383
4659
$639K ﹤0.01%
91,395
+48,654
4660
$637K ﹤0.01%
37,924
-36,679
4661
$637K ﹤0.01%
71,619
+1,209
4662
$636K ﹤0.01%
21,405
+6,510
4663
$636K ﹤0.01%
78,348
+58,583
4664
$634K ﹤0.01%
1,902
-60
4665
$632K ﹤0.01%
22,351
+12,657
4666
$631K ﹤0.01%
74,165
-6,384
4667
$627K ﹤0.01%
30,080
+20,451
4668
$627K ﹤0.01%
79,329
+3,924
4669
$627K ﹤0.01%
40,518
-380,272
4670
$627K ﹤0.01%
44,935
-15,198
4671
$627K ﹤0.01%
102,584
-48,870
4672
$626K ﹤0.01%
92,213
+55,127
4673
$625K ﹤0.01%
78,119
+54,104
4674
$625K ﹤0.01%
9,326
+3,020
4675
$624K ﹤0.01%
21,341
+13,807
185 186
187
188 189