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
5251
$204K ﹤0.01%
79,016
-5,579
5252
$203K ﹤0.01%
18,196
+14,653
5253
$201K ﹤0.01%
21,771
5254
$201K ﹤0.01%
31,660
-7
5255
$201K ﹤0.01%
13,476
+9,076
5256
$200K ﹤0.01%
14,205
-34,242
5257
$200K ﹤0.01%
57,215
-6,962
5258
$199K ﹤0.01%
9,113
+7,199
5259
$198K ﹤0.01%
1,751
+44
5260
$198K ﹤0.01%
7,326
+2,723
5261
$197K ﹤0.01%
10,099
+6,821
5262
$196K ﹤0.01%
12,262
-2,154
5263
$195K ﹤0.01%
8,725
+175
5264
$195K ﹤0.01%
11,752
+8,131
5265
$195K ﹤0.01%
+15,452
5266
$195K ﹤0.01%
12,928
5267
$195K ﹤0.01%
13,666
+12,157
5268
$194K ﹤0.01%
15,092
+9,516
5269
$194K ﹤0.01%
17,602
-6,440
5270
$193K ﹤0.01%
522
5271
$193K ﹤0.01%
26,779
+17,122
5272
$192K ﹤0.01%
11,521
+6,899
5273
$192K ﹤0.01%
13,400
-400
5274
$192K ﹤0.01%
21,552
-3,965
5275
$192K ﹤0.01%
17,366
+13,488
209 210
211
212 213