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
5076
$298K ﹤0.01%
49,794
-3,985
5077
$298K ﹤0.01%
6,994
+4,421
5078
$298K ﹤0.01%
9,357
+7,438
5079
$297K ﹤0.01%
41,473
-38,628
5080
$297K ﹤0.01%
7,770
+7,001
5081
$296K ﹤0.01%
93,589
+50,134
5082
$296K ﹤0.01%
7,724
+1,030
5083
$295K ﹤0.01%
16,236
-5,218
5084
$295K ﹤0.01%
24,539
+20,387
5085
$295K ﹤0.01%
17,906
5086
$294K ﹤0.01%
52,851
+40,355
5087
$294K ﹤0.01%
13,128
-3,715
5088
$293K ﹤0.01%
11,343
-916
5089
$293K ﹤0.01%
26,939
+20,029
5090
$292K ﹤0.01%
24,056
+8,695
5091
$291K ﹤0.01%
4,921
+2,389
5092
$291K ﹤0.01%
31,949
+25,425
5093
$291K ﹤0.01%
9,366
+6,490
5094
$291K ﹤0.01%
28,569
+8,921
5095
$291K ﹤0.01%
11,867
5096
$289K ﹤0.01%
23,354
-2,225
5097
$288K ﹤0.01%
30,805
-48,932
5098
$287K ﹤0.01%
19,894
+706
5099
$286K ﹤0.01%
5,675
-5,400
5100
$286K ﹤0.01%
16,251
+10,976
202 203
204
205 206