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
5551
$80K ﹤0.01%
1,844
-287
5552
$80K ﹤0.01%
618
+307
5553
$80K ﹤0.01%
3,516
+2,511
5554
$80K ﹤0.01%
68,170
+66,270
5555
$79K ﹤0.01%
5,173
+69
5556
$79K ﹤0.01%
1,988
+1,490
5557
$79K ﹤0.01%
7,750
+7,114
5558
$79K ﹤0.01%
20,547
-26
5559
$79K ﹤0.01%
727
+230
5560
$78K ﹤0.01%
27,041
-2,165
5561
$78K ﹤0.01%
15,304
-683
5562
$78K ﹤0.01%
17,357
-411
5563
$78K ﹤0.01%
2,434
-6,609
5564
$78K ﹤0.01%
10,325
-67,275
5565
$78K ﹤0.01%
733
+388
5566
$78K ﹤0.01%
6,049
+5,104
5567
$78K ﹤0.01%
145,829
+10,204
5568
$77K ﹤0.01%
68,857
+38,096
5569
$77K ﹤0.01%
3,141
5570
$77K ﹤0.01%
4,511
+2,820
5571
$76K ﹤0.01%
4,673
-11,567
5572
$76K ﹤0.01%
11,757
+2
5573
$76K ﹤0.01%
7,185
5574
$76K ﹤0.01%
1,553
-1,414
5575
$76K ﹤0.01%
+4,802
221 222
223
224 225