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
5101
– –
0
5102
$285K ﹤0.01%
14,157
-95,986
5103
$284K ﹤0.01%
111,292
+37,525
5104
$283K ﹤0.01%
6,103
-606
5105
$283K ﹤0.01%
19,696
+16,570
5106
$282K ﹤0.01%
19,146
-1,324
5107
$282K ﹤0.01%
16,321
+7,444
5108
$282K ﹤0.01%
6,235
+2,078
5109
$281K ﹤0.01%
36,330
+11,568
5110
$281K ﹤0.01%
19,123
+2,076
5111
$281K ﹤0.01%
39,372
+31,478
5112
$279K ﹤0.01%
64,897
+43,643
5113
$278K ﹤0.01%
33,036
-849
5114
$277K ﹤0.01%
13,481
+5,661
5115
$277K ﹤0.01%
20,254
+1,654
5116
$277K ﹤0.01%
13,914
+232
5117
$277K ﹤0.01%
9,843
-13,031
5118
$276K ﹤0.01%
2,452
+321
5119
$276K ﹤0.01%
1,445
+1,120
5120
$275K ﹤0.01%
10,091
+9,576
5121
$275K ﹤0.01%
10,520
+2,217
5122
$275K ﹤0.01%
23,597
+8,694
5123
$275K ﹤0.01%
13,840
+1,384
5124
$275K ﹤0.01%
74,625
-26,204
5125
$275K ﹤0.01%
3,818
-40,397
203 204
205
206 207