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
4951
$377K ﹤0.01%
12,000
4952
$375K ﹤0.01%
16,626
+8,259
4953
$374K ﹤0.01%
27,478
+16,858
4954
$374K ﹤0.01%
51,332
+9,714
4955
$374K ﹤0.01%
233,778
+5,818
4956
$373K ﹤0.01%
+21,313
4957
$373K ﹤0.01%
141,724
+47,013
4958
$372K ﹤0.01%
42,615
+28,067
4959
$370K ﹤0.01%
25,387
+14,213
4960
$370K ﹤0.01%
33,126
+29,621
4961
$370K ﹤0.01%
35,451
+16,469
4962
$369K ﹤0.01%
14,145
+9,105
4963
$368K ﹤0.01%
9,294
+5,921
4964
$366K ﹤0.01%
15,791
+8,319
4965
$363K ﹤0.01%
16,158
-3,247
4966
$363K ﹤0.01%
12,527
+1,199
4967
$362K ﹤0.01%
44,431
+23,911
4968
$361K ﹤0.01%
42,061
+31,820
4969
$361K ﹤0.01%
27,316
+4,790
4970
$360K ﹤0.01%
11,451
+5,954
4971
$360K ﹤0.01%
346
+256
4972
$359K ﹤0.01%
12,447
+5,685
4973
$359K ﹤0.01%
24,906
+21,794
4974
$358K ﹤0.01%
110,382
-477,470
4975
$357K ﹤0.01%
15,518
+9,944
197 198
199
200 201