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
5601
$70K ﹤0.01%
1,693
5602
$69K ﹤0.01%
16,831
-12,382
5603
$69K ﹤0.01%
1,209
+239
5604
$69K ﹤0.01%
18,449
+2,870
5605
$69K ﹤0.01%
100
5606
$68K ﹤0.01%
9,867
+2,808
5607
$68K ﹤0.01%
4,798
5608
$68K ﹤0.01%
1,926
+122
5609
$68K ﹤0.01%
13,752
5610
$68K ﹤0.01%
7,391
+3,600
5611
$67K ﹤0.01%
8,034
+4,534
5612
$67K ﹤0.01%
3,072
-234,635
5613
$66K ﹤0.01%
5,617
5614
$66K ﹤0.01%
3,305
+2,528
5615
$65K ﹤0.01%
1,623
-4
5616
$64K ﹤0.01%
5,549
+10
5617
$64K ﹤0.01%
12,160
-2,560
5618
$64K ﹤0.01%
12,275
-5,860
5619
$64K ﹤0.01%
9,082
-1,265
5620
$64K ﹤0.01%
7,044
+618
5621
$64K ﹤0.01%
645
+145
5622
$63K ﹤0.01%
208
+174
5623
$63K ﹤0.01%
+1,300
5624
$63K ﹤0.01%
403
-489
5625
$63K ﹤0.01%
70,460
+29,917
223 224
225
226 227