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
5176
$248K ﹤0.01%
6,418
+145
5177
$247K ﹤0.01%
9,372
-2,816
5178
$247K ﹤0.01%
12,645
+10,048
5179
$246K ﹤0.01%
15,852
-890
5180
$245K ﹤0.01%
22,540
-3,787
5181
$245K ﹤0.01%
6,086
+165
5182
$245K ﹤0.01%
7,901
+6,240
5183
$245K ﹤0.01%
2,521
-11,362
5184
$244K ﹤0.01%
3,313
+209
5185
$243K ﹤0.01%
4,121
+3,100
5186
$243K ﹤0.01%
25,839
+591
5187
$242K ﹤0.01%
17,980
-600
5188
$241K ﹤0.01%
11,002
+8,674
5189
$240K ﹤0.01%
11,204
5190
$240K ﹤0.01%
21,924
-2,814
5191
$239K ﹤0.01%
3,926
-1,550
5192
$239K ﹤0.01%
2,746
+669
5193
$239K ﹤0.01%
9,494
+6,064
5194
$238K ﹤0.01%
90,751
+67,901
5195
$237K ﹤0.01%
+9,922
5196
$237K ﹤0.01%
51,787
-109,393
5197
$236K ﹤0.01%
15,664
-44,103
5198
$236K ﹤0.01%
4,458
+2,417
5199
$235K ﹤0.01%
60,259
+39,154
5200
$235K ﹤0.01%
33,329
-88,674
206 207
208
209 210