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
4901
$414K ﹤0.01%
47,360
+1,627
4902
$414K ﹤0.01%
35,815
-160,275
4903
$414K ﹤0.01%
18,421
+15,269
4904
$411K ﹤0.01%
23,982
+18,175
4905
$411K ﹤0.01%
15,328
-668
4906
$410K ﹤0.01%
8,257
+2,374
4907
$410K ﹤0.01%
89,395
+317
4908
$410K ﹤0.01%
30,276
+12,516
4909
$410K ﹤0.01%
69,596
+59,020
4910
$409K ﹤0.01%
24,165
+8,570
4911
$408K ﹤0.01%
13,653
+9,451
4912
$408K ﹤0.01%
+25,423
4913
$407K ﹤0.01%
14,811
+11,712
4914
$406K ﹤0.01%
51,223
+9,924
4915
$403K ﹤0.01%
76,628
+9,166
4916
$402K ﹤0.01%
12,794
+387
4917
$402K ﹤0.01%
10,471
+8,213
4918
$401K ﹤0.01%
35,373
+4,376
4919
$400K ﹤0.01%
10,213
+8,016
4920
$400K ﹤0.01%
4,868
+3,574
4921
$397K ﹤0.01%
32,963
+28,248
4922
$397K ﹤0.01%
14,145
+3,184
4923
$396K ﹤0.01%
5,419
+3,790
4924
$396K ﹤0.01%
8,555
+841
4925
$395K ﹤0.01%
37,858
+15,494
195 196
197
198 199