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
5701
$47K ﹤0.01%
470
+389
5702
$47K ﹤0.01%
2,605
-3,100
5703
$46K ﹤0.01%
1,897
+344
5704
$46K ﹤0.01%
1,450
5705
$46K ﹤0.01%
1,301
5706
$46K ﹤0.01%
+3,177
5707
$46K ﹤0.01%
+2,854
5708
$46K ﹤0.01%
30,000
5709
$46K ﹤0.01%
2,075
-45,834
5710
$45K ﹤0.01%
13,609
-3,391
5711
$45K ﹤0.01%
+6,960
5712
$45K ﹤0.01%
56
+35
5713
$45K ﹤0.01%
730
5714
$45K ﹤0.01%
2,076
-200
5715
$45K ﹤0.01%
3,429
+179
5716
$44K ﹤0.01%
+1,321
5717
$44K ﹤0.01%
19,308
+471
5718
$44K ﹤0.01%
82,896
-28,498
5719
$43K ﹤0.01%
7,830
+2,992
5720
$43K ﹤0.01%
+420
5721
$43K ﹤0.01%
7,950
-49,918
5722
$43K ﹤0.01%
607
+93
5723
$42K ﹤0.01%
12,150
-13,254
5724
$42K ﹤0.01%
2,000
5725
$42K ﹤0.01%
+7,589
227 228
229
230 231