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
5451
$114K ﹤0.01%
16,152
+12,158
5452
$113K ﹤0.01%
5,049
+1,023
5453
$113K ﹤0.01%
15,215
+8,049
5454
$112K ﹤0.01%
19,146
-48,590
5455
$112K ﹤0.01%
4,924
-428
5456
$112K ﹤0.01%
10,913
+9,901
5457
$111K ﹤0.01%
1,253
-1,963
5458
$111K ﹤0.01%
34,415
5459
$111K ﹤0.01%
18,811
+12,642
5460
$110K ﹤0.01%
3,817
+126
5461
$110K ﹤0.01%
599
+462
5462
$110K ﹤0.01%
11,846
-9,221
5463
$110K ﹤0.01%
3,219
-3,335
5464
$110K ﹤0.01%
251,561
-307,639
5465
$109K ﹤0.01%
11,304
5466
$109K ﹤0.01%
16,677
+4,965
5467
$109K ﹤0.01%
65,250
+64,998
5468
$106K ﹤0.01%
7,523
+2,424
5469
$106K ﹤0.01%
42,669
+26,267
5470
$106K ﹤0.01%
320
+223
5471
$105K ﹤0.01%
2,102
5472
$104K ﹤0.01%
2,665
+2,084
5473
$104K ﹤0.01%
689
+543
5474
$104K ﹤0.01%
2,488
-620
5475
$104K ﹤0.01%
2,164
-201
217 218
219
220 221