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
2501
$6.85M ﹤0.01%
147,413
+89,692
2502
$6.85M ﹤0.01%
79,566
-39,459
2503
$6.85M ﹤0.01%
632,398
-63,484
2504
$6.85M ﹤0.01%
787,089
+112,015
2505
$6.84M ﹤0.01%
146,911
-51,862
2506
$6.84M ﹤0.01%
65,376
-7,113
2507
$6.83M ﹤0.01%
222,374
+12,490
2508
$6.83M ﹤0.01%
448,455
+76,528
2509
$6.82M ﹤0.01%
289,630
+3,720
2510
$6.82M ﹤0.01%
190,339
+77,288
2511
$6.81M ﹤0.01%
167,511
-15,364
2512
$6.81M ﹤0.01%
540,018
+74,944
2513
$6.8M ﹤0.01%
449,922
+41,754
2514
$6.8M ﹤0.01%
56,687
-5,469
2515
$6.8M ﹤0.01%
210,448
-88,170
2516
$6.77M ﹤0.01%
576,240
+529,423
2517
$6.76M ﹤0.01%
422,400
-478,372
2518
$6.76M ﹤0.01%
94,613
-28,231
2519
$6.75M ﹤0.01%
184,558
-48,068
2520
$6.75M ﹤0.01%
827,980
+85,613
2521
$6.75M ﹤0.01%
121,133
-40,017
2522
$6.73M ﹤0.01%
195,534
+33,294
2523
$6.71M ﹤0.01%
1,940,307
+1,202,720
2524
$6.71M ﹤0.01%
255,636
+34,568
2525
$6.71M ﹤0.01%
91,530
-2,175
99 100
101
102 103