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
2476
$7.01M ﹤0.01%
87,917
+1,673
2477
$7M ﹤0.01%
152,024
-2,322
2478
$7M ﹤0.01%
344,263
-92,744
2479
$6.99M ﹤0.01%
167,452
-32,894
2480
$6.99M ﹤0.01%
275,615
-133,288
2481
$6.98M ﹤0.01%
114,062
+2,605
2482
$6.98M ﹤0.01%
182,244
-43,711
2483
$6.96M ﹤0.01%
524,569
-82,517
2484
$6.96M ﹤0.01%
304,817
+191,696
2485
$6.95M ﹤0.01%
124,652
+37,587
2486
$6.95M ﹤0.01%
335,740
+39,495
2487
$6.94M ﹤0.01%
250,026
-362,879
2488
$6.91M ﹤0.01%
159,296
-240,686
2489
$6.91M ﹤0.01%
790,645
-440,484
2490
$6.91M ﹤0.01%
168,138
-14,946
2491
$6.9M ﹤0.01%
219,666
-26,230
2492
$6.88M ﹤0.01%
642,207
+103,220
2493
$6.88M ﹤0.01%
201,990
-10,889
2494
$6.88M ﹤0.01%
320,846
+257,382
2495
$6.88M ﹤0.01%
92,365
-37,912
2496
$6.87M ﹤0.01%
220,405
+6,175
2497
$6.87M ﹤0.01%
89,523
+23,018
2498
$6.87M ﹤0.01%
397,484
-10,767
2499
$6.87M ﹤0.01%
72,689
+45,501
2500
$6.86M ﹤0.01%
271,031
+61,257
98 99
100
101 102