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
5626
$62K ﹤0.01%
3,604
+2,718
5627
$62K ﹤0.01%
1,958
-585
5628
$62K ﹤0.01%
2,852
+50
5629
$62K ﹤0.01%
1,607
+175
5630
$61K ﹤0.01%
+6,190
5631
$60K ﹤0.01%
207
+127
5632
$60K ﹤0.01%
11,595
+2,037
5633
$60K ﹤0.01%
4,576
-118
5634
$59K ﹤0.01%
271
+215
5635
$59K ﹤0.01%
4,139
-230
5636
$59K ﹤0.01%
926
+540
5637
$59K ﹤0.01%
3,324
+282
5638
$59K ﹤0.01%
7,288
-352,180
5639
$59K ﹤0.01%
853
-348
5640
$58K ﹤0.01%
17,722
+4,470
5641
$58K ﹤0.01%
3,500
+1,500
5642
$58K ﹤0.01%
2,324
+1,834
5643
$58K ﹤0.01%
3,354
+2,609
5644
$58K ﹤0.01%
2,410
+1,250
5645
$58K ﹤0.01%
2,285
5646
$58K ﹤0.01%
22,086
-63,129
5647
$58K ﹤0.01%
17,730
+222
5648
$58K ﹤0.01%
6,708
-350
5649
$57K ﹤0.01%
3,251
+44
5650
$57K ﹤0.01%
1,200
224 225
226
227 228