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
5026
$319K ﹤0.01%
17,620
+8,516
5027
$319K ﹤0.01%
1,468
+128
5028
$318K ﹤0.01%
12,183
+5,464
5029
$317K ﹤0.01%
10,527
+295
5030
$317K ﹤0.01%
7,725
+4,442
5031
$317K ﹤0.01%
32,860
+25,280
5032
$317K ﹤0.01%
22,218
+18,342
5033
$316K ﹤0.01%
9,109
-1,866
5034
$316K ﹤0.01%
9,333
+3,618
5035
$316K ﹤0.01%
8,890
+7,600
5036
$316K ﹤0.01%
71,089
+62,967
5037
$315K ﹤0.01%
11,334
-13,030
5038
$315K ﹤0.01%
215
+146
5039
$315K ﹤0.01%
44,790
+36,905
5040
$315K ﹤0.01%
85,987
+45,885
5041
$315K ﹤0.01%
22,059
-1,745
5042
$314K ﹤0.01%
21,160
+11,528
5043
$314K ﹤0.01%
101,459
-48,616
5044
$314K ﹤0.01%
62,902
+43,189
5045
$313K ﹤0.01%
44,287
+35,883
5046
$312K ﹤0.01%
22,723
-12,107
5047
$311K ﹤0.01%
5,629
+2,737
5048
$311K ﹤0.01%
3,645
+1,820
5049
$311K ﹤0.01%
43,203
+39,505
5050
$310K ﹤0.01%
43,701
+25,042
200 201
202
203 204