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
2651
$5.88M ﹤0.01%
155,449
+8,161
2652
$5.88M ﹤0.01%
892,003
-101,209
2653
$5.88M ﹤0.01%
80,009
+5,701
2654
$5.87M ﹤0.01%
197,243
-635,088
2655
$5.87M ﹤0.01%
458,719
+16,677
2656
$5.87M ﹤0.01%
165,033
-25,995
2657
$5.85M ﹤0.01%
408,006
+44,164
2658
$5.84M ﹤0.01%
120,428
-35,644
2659
$5.84M ﹤0.01%
408,151
-104,522
2660
$5.82M ﹤0.01%
155,241
-83,615
2661
$5.82M ﹤0.01%
124,437
+14,573
2662
$5.81M ﹤0.01%
81,776
+44,930
2663
$5.81M ﹤0.01%
1,120,381
-588,021
2664
$5.8M ﹤0.01%
318,869
-43,209
2665
$5.8M ﹤0.01%
288,077
+8,412
2666
$5.79M ﹤0.01%
152,214
+102,580
2667
$5.78M ﹤0.01%
293,398
+7,002
2668
$5.78M ﹤0.01%
449,600
-127,324
2669
$5.76M ﹤0.01%
382,694
+13,709
2670
$5.75M ﹤0.01%
328,579
+1,407
2671
$5.75M ﹤0.01%
336,880
+45,980
2672
$5.75M ﹤0.01%
58,085
-96,590
2673
$5.75M ﹤0.01%
1,133,108
+360,451
2674
$5.74M ﹤0.01%
195,502
+58,142
2675
$5.74M ﹤0.01%
581,665
+385,861
105 106
107
108 109