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
5001
$340K ﹤0.01%
19,130
+853
5002
$339K ﹤0.01%
18,254
+13,901
5003
$338K ﹤0.01%
14,699
-12,673
5004
$337K ﹤0.01%
18,896
-19,423
5005
$337K ﹤0.01%
10,063
5006
$336K ﹤0.01%
21,911
+210
5007
$335K ﹤0.01%
42,653
+31,050
5008
$335K ﹤0.01%
9,928
+61
5009
$335K ﹤0.01%
39,365
-622,535
5010
$334K ﹤0.01%
40,763
-46
5011
$333K ﹤0.01%
36,347
-2,513
5012
$332K ﹤0.01%
26,412
+9,720
5013
$332K ﹤0.01%
17,494
+9,524
5014
$331K ﹤0.01%
10,858
+5,492
5015
$328K ﹤0.01%
16,110
+12,175
5016
$328K ﹤0.01%
16,938
-71,215
5017
$326K ﹤0.01%
96,669
-30,377
5018
$326K ﹤0.01%
22,238
-130
5019
$326K ﹤0.01%
105,468
+78,244
5020
$326K ﹤0.01%
23,245
+2,142
5021
$325K ﹤0.01%
58,232
+36,571
5022
$325K ﹤0.01%
19,985
+13,188
5023
$322K ﹤0.01%
21,518
+12,284
5024
$321K ﹤0.01%
8,895
+3,762
5025
$321K ﹤0.01%
6,717
-1,648
199 200
201
202 203