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
6026
$12K ﹤0.01%
1,040
6027
$12K ﹤0.01%
1,200
6028
$12K ﹤0.01%
+450
6029
$12K ﹤0.01%
1,155
+117
6030
$12K ﹤0.01%
1,145
+818
6031
$12K ﹤0.01%
79
+47
6032
$12K ﹤0.01%
360
6033
$12K ﹤0.01%
2,141
+500
6034
$12K ﹤0.01%
608
+110
6035
$12K ﹤0.01%
1,186
+120
6036
$12K ﹤0.01%
1,136
-910
6037
$12K ﹤0.01%
1,133
+71
6038
$12K ﹤0.01%
10,593
-13,178
6039
$11K ﹤0.01%
5,648
-155
6040
$11K ﹤0.01%
636
6041
$11K ﹤0.01%
180
-19
6042
$11K ﹤0.01%
369
6043
$11K ﹤0.01%
565
-1
6044
$11K ﹤0.01%
173
6045
$11K ﹤0.01%
289
6046
$11K ﹤0.01%
+82
6047
$11K ﹤0.01%
1,078
+21
6048
$11K ﹤0.01%
2,800
6049
$11K ﹤0.01%
5,350
-24,235
6050
$11K ﹤0.01%
6,152
-19,770
240 241
242
243 244