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
5776
$35K ﹤0.01%
1,445
+619
5777
$35K ﹤0.01%
1,707
-1,286
5778
$35K ﹤0.01%
1,008
-150
5779
$34K ﹤0.01%
2,387
+962
5780
$34K ﹤0.01%
15,543
5781
$34K ﹤0.01%
11,262
-287
5782
$34K ﹤0.01%
2,560
-1,696
5783
$34K ﹤0.01%
1,277
5784
$34K ﹤0.01%
1,249
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5785
$34K ﹤0.01%
3,861
-122,939
5786
$34K ﹤0.01%
10,766
-21,606
5787
$34K ﹤0.01%
+1,953
5788
$33K ﹤0.01%
962
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5789
$33K ﹤0.01%
791
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5790
$33K ﹤0.01%
+3,060
5791
$33K ﹤0.01%
6,293
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5792
$33K ﹤0.01%
7,686
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5793
$33K ﹤0.01%
1,621
5794
$33K ﹤0.01%
10,664
-129
5795
$32K ﹤0.01%
162
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5796
$32K ﹤0.01%
388
-2
5797
$32K ﹤0.01%
4,000
-6
5798
$32K ﹤0.01%
1,106
5799
$32K ﹤0.01%
500
5800
$31K ﹤0.01%
25,863
-377,598
230 231
232
233 234