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
2676
$5.73M ﹤0.01%
233,256
+101,698
2677
$5.73M ﹤0.01%
586,231
-375,081
2678
$5.73M ﹤0.01%
232,465
+18,985
2679
$5.73M ﹤0.01%
413,899
-39,740
2680
$5.72M ﹤0.01%
368,663
-294,686
2681
$5.72M ﹤0.01%
64,363
-8,902
2682
$5.72M ﹤0.01%
82,062
-9,022
2683
$5.72M ﹤0.01%
50,482
+3,666
2684
$5.71M ﹤0.01%
176,586
+21,820
2685
$5.7M ﹤0.01%
37,399
+1,705
2686
$5.7M ﹤0.01%
232,449
-67,318
2687
$5.7M ﹤0.01%
263,050
+3,311
2688
$5.7M ﹤0.01%
184,845
-11,889
2689
$5.7M ﹤0.01%
128,625
+8,952
2690
$5.7M ﹤0.01%
365,174
-267,930
2691
$5.68M ﹤0.01%
349,964
-54,858
2692
$5.67M ﹤0.01%
137,611
-75,963
2693
$5.67M ﹤0.01%
310,173
+214,573
2694
$5.67M ﹤0.01%
2,475,994
-661,682
2695
$5.67M ﹤0.01%
661,900
+661,544
2696
$5.67M ﹤0.01%
654,979
+146,248
2697
$5.66M ﹤0.01%
356,227
-180,875
2698
$5.66M ﹤0.01%
592,039
-92,749
2699
$5.66M ﹤0.01%
194,616
+4,681
2700
$5.65M ﹤0.01%
579,561
-1,174,536
106 107
108
109 110