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
2626
$6.02M ﹤0.01%
191,963
+3,430
2627
$6.02M ﹤0.01%
163,218
-262,261
2628
$6.01M ﹤0.01%
89,931
-41,489
2629
$6M ﹤0.01%
566,785
+31,274
2630
$6M ﹤0.01%
196,702
+135,874
2631
$5.99M ﹤0.01%
158,408
-77,424
2632
$5.99M ﹤0.01%
255,560
-43,697
2633
$5.99M ﹤0.01%
186,879
-170,292
2634
$5.97M ﹤0.01%
137,158
+14,627
2635
$5.97M ﹤0.01%
139,660
+55,492
2636
$5.97M ﹤0.01%
51,202
-10,823
2637
$5.96M ﹤0.01%
532,533
+154,544
2638
$5.96M ﹤0.01%
798,051
+336,382
2639
$5.95M ﹤0.01%
618,214
-513,317
2640
$5.95M ﹤0.01%
64,782
+2,554
2641
$5.93M ﹤0.01%
78,189
-36,612
2642
$5.93M ﹤0.01%
100,551
-63,672
2643
$5.92M ﹤0.01%
287,528
+99,126
2644
$5.92M ﹤0.01%
398,791
+135,865
2645
$5.91M ﹤0.01%
353,831
-103,252
2646
$5.91M ﹤0.01%
172,875
-29,797
2647
$5.9M ﹤0.01%
138,825
+39,342
2648
$5.89M ﹤0.01%
278,504
-124,102
2649
$5.89M ﹤0.01%
2,030,461
+1,994,724
2650
$5.89M ﹤0.01%
89,885
-22,368
104 105
106
107 108