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
2701
$5.65M ﹤0.01%
65,754
-1,088
2702
$5.64M ﹤0.01%
92,424
-15,387
2703
$5.63M ﹤0.01%
87,115
+7,540
2704
$5.63M ﹤0.01%
109,833
-30,170
2705
$5.62M ﹤0.01%
411,646
+54,941
2706
$5.62M ﹤0.01%
276,067
+20,016
2707
$5.61M ﹤0.01%
696,604
-632
2708
$5.61M ﹤0.01%
368,422
-29,859
2709
$5.6M ﹤0.01%
193,208
+175,941
2710
$5.6M ﹤0.01%
265,433
+68,978
2711
$5.6M ﹤0.01%
161,481
+106,867
2712
$5.6M ﹤0.01%
485,803
+18,487
2713
$5.6M ﹤0.01%
294,100
-69,751
2714
$5.59M ﹤0.01%
146,232
+84,772
2715
$5.59M ﹤0.01%
290,378
+56,932
2716
$5.58M ﹤0.01%
486,259
-24,956
2717
$5.58M ﹤0.01%
1,221,456
-24,254
2718
$5.58M ﹤0.01%
125,069
-24,716
2719
$5.58M ﹤0.01%
138,378
-39,838
2720
$5.58M ﹤0.01%
156,695
+3,115
2721
$5.57M ﹤0.01%
190,119
+30,165
2722
$5.57M ﹤0.01%
362,348
+12,332
2723
$5.56M ﹤0.01%
164,970
+161,570
2724
$5.55M ﹤0.01%
174,605
+163,195
2725
$5.54M ﹤0.01%
828,673
-212,981