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
5201
$235K ﹤0.01%
13,841
-1,221
5202
$235K ﹤0.01%
92,035
+58,696
5203
$234K ﹤0.01%
36,099
+3,770
5204
$232K ﹤0.01%
7,801
-8,745
5205
$232K ﹤0.01%
+265
5206
$232K ﹤0.01%
62,336
-33,224
5207
$232K ﹤0.01%
14,331
+2,518
5208
$231K ﹤0.01%
89,135
+45,870
5209
$229K ﹤0.01%
4,752
-3
5210
$229K ﹤0.01%
17,336
+13,755
5211
$228K ﹤0.01%
45,979
+36,971
5212
$226K ﹤0.01%
13,616
+10,163
5213
$224K ﹤0.01%
+5,708
5214
$224K ﹤0.01%
243,208
+168,887
5215
$224K ﹤0.01%
49,125
+4,400
5216
$223K ﹤0.01%
89,332
+7,422
5217
$223K ﹤0.01%
2,740
-953
5218
$221K ﹤0.01%
129,888
+7,900
5219
$221K ﹤0.01%
21,347
+12,052
5220
$220K ﹤0.01%
39,753
+28,613
5221
$220K ﹤0.01%
5,557
+4,383
5222
$219K ﹤0.01%
20,727
+13,233
5223
$219K ﹤0.01%
10,776
+6,060
5224
$219K ﹤0.01%
9,532
+7,538
5225
$219K ﹤0.01%
971
+81
207 208
209
210 211