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
2551
$6.58M ﹤0.01%
393,642
+91,957
2552
$6.57M ﹤0.01%
202,693
+14,610
2553
$6.57M ﹤0.01%
171,715
-2,429
2554
$6.55M ﹤0.01%
116,667
-27,125
2555
$6.55M ﹤0.01%
481,363
-1,645
2556
$6.54M ﹤0.01%
150,134
-66,587
2557
$6.54M ﹤0.01%
102,570
-37,303
2558
$6.53M ﹤0.01%
623,372
+583,444
2559
$6.53M ﹤0.01%
437,225
-246,504
2560
$6.53M ﹤0.01%
221,064
+9,987
2561
$6.53M ﹤0.01%
137,446
-3,671
2562
$6.52M ﹤0.01%
331,524
+76,147
2563
$6.52M ﹤0.01%
1,320,061
-212,575
2564
$6.52M ﹤0.01%
626,921
-54,756
2565
$6.51M ﹤0.01%
233,705
-88,624
2566
$6.5M ﹤0.01%
568,020
-137,328
2567
$6.5M ﹤0.01%
252,334
-245,944
2568
$6.49M ﹤0.01%
219,564
+31,937
2569
$6.48M ﹤0.01%
170,297
+143,633
2570
$6.48M ﹤0.01%
120,982
-39,407
2571
$6.48M ﹤0.01%
418,907
+6,977
2572
$6.45M ﹤0.01%
17,157
+15,585
2573
$6.45M ﹤0.01%
72,376
-53,590
2574
$6.44M ﹤0.01%
54,014
+19,068
2575
$6.44M ﹤0.01%
260,148
-37,718
101 102
103
104 105