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
5801
$31K ﹤0.01%
10,440
-1,880
5802
$31K ﹤0.01%
1,252
5803
$31K ﹤0.01%
17,443
+16,955
5804
$31K ﹤0.01%
124
+25
5805
$31K ﹤0.01%
3,049
5806
$31K ﹤0.01%
40
-249
5807
$31K ﹤0.01%
3
+2
5808
$31K ﹤0.01%
+2,356
5809
$31K ﹤0.01%
624
+19
5810
$31K ﹤0.01%
42,995
+41,131
5811
$31K ﹤0.01%
20,088
5812
$30K ﹤0.01%
1,269
-93
5813
$30K ﹤0.01%
3,233
5814
$30K ﹤0.01%
+785
5815
$30K ﹤0.01%
+17
5816
$30K ﹤0.01%
4,358
+58
5817
$30K ﹤0.01%
2,000
5818
$30K ﹤0.01%
9,513
5819
$30K ﹤0.01%
757
5820
$30K ﹤0.01%
1,164
+383
5821
$30K ﹤0.01%
26,906
+23,470
5822
$30K ﹤0.01%
16,094
-11,124
5823
$29K ﹤0.01%
588
+32
5824
$29K ﹤0.01%
15
+5
5825
$29K ﹤0.01%
46,990
-22,103
231 232
233
234 235