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
4976
$356K ﹤0.01%
33,777
-7,952
4977
$356K ﹤0.01%
9,296
+5,573
4978
$355K ﹤0.01%
5,137
+4,129
4979
$354K ﹤0.01%
38,751
+1,768
4980
$353K ﹤0.01%
59,395
+59,103
4981
$353K ﹤0.01%
22,605
+9,492
4982
$353K ﹤0.01%
43,284
-37,917
4983
$352K ﹤0.01%
73,926
-37,870
4984
$352K ﹤0.01%
749
+162
4985
$350K ﹤0.01%
23,158
+11,457
4986
$350K ﹤0.01%
249,688
+102,353
4987
$350K ﹤0.01%
15,195
-2,894
4988
$348K ﹤0.01%
63,344
+44,628
4989
$347K ﹤0.01%
73,894
+2,852
4990
$347K ﹤0.01%
2,185
+1,793
4991
$347K ﹤0.01%
17,288
-36,349
4992
$347K ﹤0.01%
37,774
-4,380
4993
$345K ﹤0.01%
14,184
-281
4994
$344K ﹤0.01%
14,713
-13,236
4995
$344K ﹤0.01%
19,682
+8,834
4996
$343K ﹤0.01%
6,547
-406
4997
$342K ﹤0.01%
17,938
+8,946
4998
$342K ﹤0.01%
22,323
+11,905
4999
$341K ﹤0.01%
45,914
+33,391
5000
$341K ﹤0.01%
698,083
+55,200
198 199
200
201 202