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
6001
$13K ﹤0.01%
1,140
-99,455
6002
$13K ﹤0.01%
538
-3,535
6003
$13K ﹤0.01%
2,500
6004
$13K ﹤0.01%
+500
6005
$13K ﹤0.01%
703
6006
$13K ﹤0.01%
525
6007
$13K ﹤0.01%
2,691
-2,083
6008
$13K ﹤0.01%
1,307
+241
6009
$13K ﹤0.01%
1,351
+273
6010
$13K ﹤0.01%
1,262
+780
6011
$13K ﹤0.01%
3,000
-1,879
6012
$13K ﹤0.01%
2,396
-2
6013
$13K ﹤0.01%
840
+512
6014
$12K ﹤0.01%
1,150
+680
6015
$12K ﹤0.01%
1,350
-193
6016
$12K ﹤0.01%
+1,193
6017
$12K ﹤0.01%
+118
6018
$12K ﹤0.01%
+60
6019
$12K ﹤0.01%
669
-182
6020
$12K ﹤0.01%
5,252
+4,048
6021
$12K ﹤0.01%
664
+62
6022
$12K ﹤0.01%
429
6023
$12K ﹤0.01%
2,047
6024
$12K ﹤0.01%
2,516
-132
6025
$12K ﹤0.01%
1,407
+198
239 240
241
242 243