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
4676
$624K ﹤0.01%
55,597
+38,828
4677
$623K ﹤0.01%
84,075
+9,360
4678
$620K ﹤0.01%
27,412
+2,286
4679
$619K ﹤0.01%
178,116
+74,928
4680
$618K ﹤0.01%
75,134
+34,085
4681
$618K ﹤0.01%
43,694
+2,203
4682
$618K ﹤0.01%
43,145
+2,009
4683
$616K ﹤0.01%
43,756
+30,019
4684
$615K ﹤0.01%
+670
4685
$615K ﹤0.01%
23,981
+18,035
4686
$615K ﹤0.01%
77,552
+11,731
4687
$615K ﹤0.01%
16,604
+763
4688
$614K ﹤0.01%
17,261
+7,550
4689
$614K ﹤0.01%
8,144
+6,185
4690
$611K ﹤0.01%
39,055
+31,862
4691
$611K ﹤0.01%
2,936
+951
4692
$610K ﹤0.01%
41,237
+4,479
4693
$609K ﹤0.01%
33,206
-280,761
4694
$607K ﹤0.01%
15,150
+6,752
4695
$606K ﹤0.01%
5,609
+3,476
4696
$603K ﹤0.01%
250,206
+17,990
4697
$602K ﹤0.01%
42,296
+10,905
4698
$599K ﹤0.01%
25,327
-14,546
4699
$597K ﹤0.01%
25,150
+12,034
4700
$596K ﹤0.01%
12,378
+9,366
186 187
188
189 190