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
5501
$96K ﹤0.01%
7,000
-543
5502
$95K ﹤0.01%
8,272
-5,697
5503
$95K ﹤0.01%
23,733
+18,454
5504
$95K ﹤0.01%
746
-339
5505
$94K ﹤0.01%
4,969
+2,638
5506
$94K ﹤0.01%
20,848
-9,164
5507
$94K ﹤0.01%
11,338
+6,522
5508
$93K ﹤0.01%
26
+23
5509
$93K ﹤0.01%
14,909
-13,485
5510
$93K ﹤0.01%
4,135
+2,564
5511
$93K ﹤0.01%
+9,129
5512
$93K ﹤0.01%
4,747
+339
5513
$92K ﹤0.01%
21,582
+17,427
5514
$92K ﹤0.01%
4,850
+315
5515
$92K ﹤0.01%
+20
5516
$92K ﹤0.01%
28,643
+12,049
5517
$91K ﹤0.01%
11,102
+9,697
5518
$91K ﹤0.01%
1,351
-4
5519
$91K ﹤0.01%
10,408
+8,795
5520
$91K ﹤0.01%
20,832
-1,776
5521
$91K ﹤0.01%
4,300
-415
5522
$90K ﹤0.01%
114,950
+1,200
5523
$90K ﹤0.01%
62,027
+2,669
5524
$90K ﹤0.01%
7,800
5525
$90K ﹤0.01%
3,214
-1,092
219 220
221
222 223