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
4876
$429K ﹤0.01%
23,630
+11,328
4877
$428K ﹤0.01%
10,249
+1,156
4878
$428K ﹤0.01%
38,920
+19,797
4879
$428K ﹤0.01%
47,873
-28,561
4880
$427K ﹤0.01%
28,810
-19,925
4881
$427K ﹤0.01%
21,754
+97
4882
$427K ﹤0.01%
17,624
-25,200
4883
$427K ﹤0.01%
29,250
+4,200
4884
$426K ﹤0.01%
15,033
-25
4885
$426K ﹤0.01%
35,301
-8,575
4886
$426K ﹤0.01%
25,197
+14,941
4887
$425K ﹤0.01%
75,163
+73,989
4888
$424K ﹤0.01%
26,602
+23,074
4889
$422K ﹤0.01%
555
+379
4890
$421K ﹤0.01%
9,700
-852
4891
$421K ﹤0.01%
2,404
-1,734
4892
$421K ﹤0.01%
+292,677
4893
$419K ﹤0.01%
34,164
-23,184
4894
$418K ﹤0.01%
18,758
+12,900
4895
$417K ﹤0.01%
30,622
+15,018
4896
$417K ﹤0.01%
3,588
-3,813
4897
$416K ﹤0.01%
46,755
+5,894
4898
$416K ﹤0.01%
87,348
+57,567
4899
$415K ﹤0.01%
98,809
+23,488
4900
$414K ﹤0.01%
58,405
+44,396
194 195
196
197 198