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
$378B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,012
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$827M
3
+$721M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$459M

Top Sells

1
+$1.57B
2
+$708M
3
+$692M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$556M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.01%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$334M 0.09%
2,977,558
+229,696
227
$333M 0.09%
38,551,621
+6,396,480
228
$329M 0.09%
3,427,988
+401,255
229
$327M 0.09%
2,186,068
+149,308
230
$326M 0.09%
3,006,588
+564,952
231
$323M 0.09%
3,605,727
-512,888
232
$323M 0.09%
3,149,889
-3,314
233
$321M 0.09%
2,476,120
-85,153
234
$320M 0.08%
5,731,628
+492,639
235
$318M 0.08%
16,810,396
+8,445,340
236
$318M 0.08%
4,995,653
-133,258
237
$318M 0.08%
2,331,483
+103,511
238
$317M 0.08%
5,567,920
-138,594
239
$315M 0.08%
2,342,113
-181,254
240
$315M 0.08%
9,221,813
+2,168,364
241
$315M 0.08%
2,845,140
+27,306
242
$314M 0.08%
2,772,841
-265,567
243
$313M 0.08%
10,698,487
+817,163
244
$312M 0.08%
4,286,524
+126,027
245
$312M 0.08%
2,193,804
-320,889
246
$308M 0.08%
4,861,012
-418,850
247
$304M 0.08%
811,875
+106,150
248
$304M 0.08%
1,266,706
+84,298
249
$292M 0.08%
3,510,890
-319,095
250
$291M 0.08%
2,605,271
-512,017
8 9
10
11 12