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
5226
$218K ﹤0.01%
11,766
+8,211
5227
$217K ﹤0.01%
7,032
+5,401
5228
$215K ﹤0.01%
39,790
-17,643
5229
$215K ﹤0.01%
6,412
+3,697
5230
$214K ﹤0.01%
133,200
+104,922
5231
$214K ﹤0.01%
10,673
-7,002
5232
$213K ﹤0.01%
23,217
+16,281
5233
$213K ﹤0.01%
8,579
-3
5234
$212K ﹤0.01%
10,877
+3,362
5235
$211K ﹤0.01%
29,522
+19,029
5236
$211K ﹤0.01%
39,079
+21,054
5237
$210K ﹤0.01%
38,628
-6,744
5238
$210K ﹤0.01%
10,763
+7,038
5239
$210K ﹤0.01%
91,112
+71,581
5240
$209K ﹤0.01%
3,373
5241
$208K ﹤0.01%
17,475
-3,583
5242
$207K ﹤0.01%
520
+16
5243
$207K ﹤0.01%
18,829
+14,176
5244
$207K ﹤0.01%
2,808
+1,489
5245
$206K ﹤0.01%
643
+426
5246
$206K ﹤0.01%
12,961
+8,655
5247
$205K ﹤0.01%
14,958
+10,894
5248
$205K ﹤0.01%
26,300
+2,318
5249
$204K ﹤0.01%
100,616
-1,747,578
5250
$204K ﹤0.01%
7,156
-610
208 209
210
211 212