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
5301
$177K ﹤0.01%
+2,126
5302
$176K ﹤0.01%
11
+8
5303
$176K ﹤0.01%
21
+3
5304
$176K ﹤0.01%
245,258
-19,514
5305
$176K ﹤0.01%
25,954
+4,002
5306
$175K ﹤0.01%
6,607
5307
$175K ﹤0.01%
197,324
+119,302
5308
$174K ﹤0.01%
17,818
+13,891
5309
$174K ﹤0.01%
118,377
-134,035
5310
$173K ﹤0.01%
182,541
+4,600
5311
$173K ﹤0.01%
58,257
+24,079
5312
$173K ﹤0.01%
15,690
+12,331
5313
$173K ﹤0.01%
4,562
+246
5314
$173K ﹤0.01%
2,732
+1,632
5315
$171K ﹤0.01%
14,935
+10,721
5316
$169K ﹤0.01%
30,866
+1,842
5317
$169K ﹤0.01%
4,579
-2,303
5318
$169K ﹤0.01%
11,752
+8,272
5319
$169K ﹤0.01%
8,525
-186
5320
$168K ﹤0.01%
11,175
+6,487
5321
$165K ﹤0.01%
6,572
+1,737
5322
$165K ﹤0.01%
15,625
+12,110
5323
$165K ﹤0.01%
21,503
-405,620
5324
$164K ﹤0.01%
51,026
-8,138
5325
$164K ﹤0.01%
1,338
+1,211
211 212
213
214 215