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
4851
$446K ﹤0.01%
80,463
+67,758
4852
$444K ﹤0.01%
52,459
-73,997
4853
$444K ﹤0.01%
145
+41
4854
$444K ﹤0.01%
9,489
+4,040
4855
$442K ﹤0.01%
28,265
-128,043
4856
$441K ﹤0.01%
16,579
-46,775
4857
$439K ﹤0.01%
180,573
4858
$439K ﹤0.01%
40,351
+1,275
4859
$437K ﹤0.01%
17,407
-131
4860
$437K ﹤0.01%
3,717
+3,503
4861
$436K ﹤0.01%
23,003
-35,003
4862
$436K ﹤0.01%
3,042
+2,340
4863
$436K ﹤0.01%
15,171
+3,066
4864
$434K ﹤0.01%
26,815
+11,835
4865
$434K ﹤0.01%
20,726
-1,654
4866
$434K ﹤0.01%
10,344
+1,198
4867
$434K ﹤0.01%
61,519
+39,788
4868
$434K ﹤0.01%
10,436
+7,837
4869
$433K ﹤0.01%
16,430
+8,781
4870
$433K ﹤0.01%
15,977
+11,032
4871
$433K ﹤0.01%
48,159
-169,801
4872
$432K ﹤0.01%
21,660
-92,701
4873
$431K ﹤0.01%
179,635
+79,825
4874
$430K ﹤0.01%
107,306
+50,254
4875
$430K ﹤0.01%
18,696
+14,901
193 194
195
196 197