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
2576
$6.43M ﹤0.01%
207,493
-66,785
2577
$6.42M ﹤0.01%
283,275
+368
2578
$6.42M ﹤0.01%
5,571
-942
2579
$6.41M ﹤0.01%
297,541
+296,171
2580
$6.4M ﹤0.01%
521,328
-197,994
2581
$6.38M ﹤0.01%
69,967
+26,059
2582
$6.38M ﹤0.01%
445,081
-126,995
2583
$6.37M ﹤0.01%
1,051,679
+496,693
2584
$6.37M ﹤0.01%
155,053
-39,398
2585
$6.37M ﹤0.01%
294,254
-184,259
2586
$6.36M ﹤0.01%
717,593
-198,468
2587
$6.36M ﹤0.01%
101,655
-68,026
2588
$6.35M ﹤0.01%
233,104
-12,860
2589
$6.34M ﹤0.01%
143,414
-29,327
2590
$6.33M ﹤0.01%
97,266
+691
2591
$6.32M ﹤0.01%
62,367
-112,595
2592
$6.32M ﹤0.01%
766,363
+121,859
2593
$6.3M ﹤0.01%
97,991
+34,622
2594
$6.29M ﹤0.01%
383,910
-149,727
2595
$6.29M ﹤0.01%
1,360,467
-1,078,625
2596
$6.29M ﹤0.01%
32,725
-18,008
2597
$6.29M ﹤0.01%
125,279
-44,363
2598
$6.28M ﹤0.01%
442,535
-35,624
2599
$6.28M ﹤0.01%
6,794
+587
2600
$6.28M ﹤0.01%
190,192
-62,372
102 103
104
105 106