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
2601
$6.27M ﹤0.01%
437,024
-85,935
2602
$6.26M ﹤0.01%
838,404
-121,724
2603
$6.26M ﹤0.01%
275,420
+10,767
2604
$6.25M ﹤0.01%
281,772
-4,663
2605
$6.25M ﹤0.01%
160,452
-44,467
2606
$6.24M ﹤0.01%
113,817
+3,740
2607
$6.23M ﹤0.01%
103,702
+76,400
2608
$6.22M ﹤0.01%
+393,498
2609
$6.19M ﹤0.01%
682,175
+37,561
2610
$6.19M ﹤0.01%
619,674
-173,983
2611
$6.16M ﹤0.01%
13,362
-7,409
2612
$6.16M ﹤0.01%
139,855
+55,884
2613
$6.14M ﹤0.01%
396,388
+216,962
2614
$6.14M ﹤0.01%
161,824
-167,717
2615
$6.14M ﹤0.01%
100,025
-29,988
2616
$6.13M ﹤0.01%
78,399
+29,321
2617
$6.12M ﹤0.01%
638,650
+143,464
2618
$6.11M ﹤0.01%
134,396
+8,634
2619
$6.1M ﹤0.01%
640,802
-71,485
2620
$6.09M ﹤0.01%
213,420
-598,781
2621
$6.07M ﹤0.01%
116,549
+51,122
2622
$6.07M ﹤0.01%
162,069
-62,583
2623
$6.07M ﹤0.01%
76,355
+7,325
2624
$6.05M ﹤0.01%
67,269
+27,707
2625
$6.02M ﹤0.01%
127,944
-49,526
103 104
105
106 107