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
5126
$274K ﹤0.01%
8,511
+6,696
5127
$273K ﹤0.01%
32,280
+18,299
5128
$273K ﹤0.01%
27,902
-15,354
5129
$272K ﹤0.01%
+10,029
5130
$271K ﹤0.01%
19,532
+8,603
5131
$271K ﹤0.01%
13,590
+8,010
5132
$271K ﹤0.01%
12,308
+9,156
5133
$270K ﹤0.01%
9,871
+6,995
5134
$270K ﹤0.01%
3,655
-2,751
5135
$270K ﹤0.01%
9,769
5136
$270K ﹤0.01%
40,160
-214,402
5137
$270K ﹤0.01%
28,334
+238
5138
$270K ﹤0.01%
1,870
+1,212
5139
$269K ﹤0.01%
127,463
+70,821
5140
$269K ﹤0.01%
14,895
+5,125
5141
$264K ﹤0.01%
62
-3
5142
$264K ﹤0.01%
10,044
+1,452
5143
$264K ﹤0.01%
17,017
-868
5144
$263K ﹤0.01%
+6,748
5145
$262K ﹤0.01%
19,673
-52,326
5146
$262K ﹤0.01%
4,352
+3,320
5147
$261K ﹤0.01%
10,196
5148
$261K ﹤0.01%
23,233
+17,022
5149
$261K ﹤0.01%
8,492
+5,884
5150
$261K ﹤0.01%
2,831
+142
204 205
206
207 208