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
4701
$595K ﹤0.01%
66,513
+44,764
4702
$595K ﹤0.01%
15,477
+9,045
4703
$594K ﹤0.01%
80,044
-36,432
4704
$594K ﹤0.01%
48,292
+27,407
4705
$593K ﹤0.01%
47,193
-9,177
4706
$588K ﹤0.01%
35,878
-24,086
4707
$588K ﹤0.01%
+11,515
4708
$587K ﹤0.01%
25,742
-4,817
4709
$586K ﹤0.01%
210
+131
4710
$585K ﹤0.01%
33,345
+26,266
4711
$585K ﹤0.01%
35,749
-85,833
4712
$584K ﹤0.01%
13,615
4713
$582K ﹤0.01%
9,243
-984
4714
$581K ﹤0.01%
25,665
-5,188
4715
$578K ﹤0.01%
37,281
-21,344
4716
$577K ﹤0.01%
31,781
+4,301
4717
$576K ﹤0.01%
6,400
+2,765
4718
$575K ﹤0.01%
71,610
+9,097
4719
$575K ﹤0.01%
14,573
-752
4720
$575K ﹤0.01%
38,562
+204
4721
$572K ﹤0.01%
34,746
+7,417
4722
$569K ﹤0.01%
155,700
+66,956
4723
$569K ﹤0.01%
10,448
-1,281
4724
$569K ﹤0.01%
61,677
-114,189
4725
$568K ﹤0.01%
176,072
+51,291
187 188
189
190 191