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
5326
$164K ﹤0.01%
40,178
+31,895
5327
$163K ﹤0.01%
8,267
+5,402
5328
$163K ﹤0.01%
10,554
-205
5329
$162K ﹤0.01%
7,265
-9,990
5330
$162K ﹤0.01%
11,378
-5,722
5331
$161K ﹤0.01%
2,612
+1,320
5332
$161K ﹤0.01%
10,850
-1,733
5333
$161K ﹤0.01%
16,375
+12,069
5334
$161K ﹤0.01%
5,397
-400
5335
$161K ﹤0.01%
900
5336
$160K ﹤0.01%
8,666
+1,040
5337
$159K ﹤0.01%
4,488
+65
5338
$159K ﹤0.01%
16,554
+12,345
5339
$158K ﹤0.01%
25,597
+14,600
5340
$158K ﹤0.01%
26
-12
5341
$158K ﹤0.01%
2,611
-2,123
5342
$157K ﹤0.01%
23,691
+6,465
5343
$157K ﹤0.01%
464,629
+8,224
5344
$155K ﹤0.01%
8,266
+8,213
5345
$155K ﹤0.01%
5,102
+4,033
5346
$155K ﹤0.01%
70,387
+1,562
5347
$155K ﹤0.01%
5,352
-240
5348
$155K ﹤0.01%
10,400
-197,385
5349
$154K ﹤0.01%
7,348
+1,393
5350
$154K ﹤0.01%
7,113
-417
212 213
214
215 216