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
4776
$514K ﹤0.01%
64,079
+45,497
4777
$514K ﹤0.01%
7,785
-13,216
4778
$513K ﹤0.01%
18,934
+11,225
4779
$513K ﹤0.01%
24,961
+1,310
4780
$511K ﹤0.01%
128,596
-365,083
4781
$509K ﹤0.01%
16,396
+2,884
4782
$508K ﹤0.01%
13,362
+4,361
4783
$505K ﹤0.01%
45,934
-26,405
4784
$504K ﹤0.01%
7,278
-29
4785
$502K ﹤0.01%
34,383
-8,449
4786
$502K ﹤0.01%
79,651
+3,606
4787
$500K ﹤0.01%
72,800
-36,302
4788
$500K ﹤0.01%
51,693
+5,098
4789
$498K ﹤0.01%
29,883
+5,150
4790
$496K ﹤0.01%
7,194
+1,296
4791
$496K ﹤0.01%
27,871
+14,761
4792
$496K ﹤0.01%
17,499
+11,459
4793
$495K ﹤0.01%
20,558
+1,056
4794
$494K ﹤0.01%
20,732
-7,923
4795
$492K ﹤0.01%
+9,267
4796
$491K ﹤0.01%
13,290
+6,640
4797
$487K ﹤0.01%
22,482
+14,920
4798
$487K ﹤0.01%
12,774
+9,344
4799
$487K ﹤0.01%
47,533
+10,519
4800
$486K ﹤0.01%
5,946
+1,850
190 191
192
193 194