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
5351
$153K ﹤0.01%
2,285
+550
5352
$152K ﹤0.01%
6,232
+5,545
5353
$152K ﹤0.01%
+2,530
5354
$151K ﹤0.01%
7,610
+4,589
5355
$151K ﹤0.01%
17,515
+13,082
5356
$151K ﹤0.01%
1,415
-65,703
5357
$150K ﹤0.01%
9,667
-367
5358
$149K ﹤0.01%
638
+468
5359
$149K ﹤0.01%
180,420
-24,000
5360
$148K ﹤0.01%
6,665
+5,003
5361
$148K ﹤0.01%
35,277
+13,951
5362
$147K ﹤0.01%
5,097
-1,548
5363
$146K ﹤0.01%
3,249
+1,148
5364
$146K ﹤0.01%
789
-282
5365
$146K ﹤0.01%
8,897
-10,326
5366
$145K ﹤0.01%
1,920
+1,901
5367
$145K ﹤0.01%
3,643
+992
5368
$145K ﹤0.01%
163,603
+13,200
5369
$145K ﹤0.01%
2,324
+1,951
5370
$144K ﹤0.01%
+10,330
5371
$144K ﹤0.01%
11,585
+9,198
5372
$144K ﹤0.01%
4,978
+1,310
5373
$143K ﹤0.01%
3,050
-2,513
5374
$143K ﹤0.01%
4,155
5375
$142K ﹤0.01%
5,329
+17
213 214
215
216 217