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
2726
$5.54M ﹤0.01%
222,139
+132,810
2727
$5.53M ﹤0.01%
117,506
-51,912
2728
$5.51M ﹤0.01%
49,790
+257
2729
$5.51M ﹤0.01%
139,994
-37,538
2730
$5.51M ﹤0.01%
307,494
-58,086
2731
$5.5M ﹤0.01%
128,968
+6,638
2732
$5.49M ﹤0.01%
114,097
-105,566
2733
$5.49M ﹤0.01%
4,125,162
-881,722
2734
$5.48M ﹤0.01%
105,797
+5,110
2735
$5.47M ﹤0.01%
508,198
+20,806
2736
$5.47M ﹤0.01%
353,230
+122,966
2737
$5.47M ﹤0.01%
88,554
+23,170
2738
$5.46M ﹤0.01%
474,978
+71,455
2739
$5.46M ﹤0.01%
418,828
+3,070
2740
$5.46M ﹤0.01%
399,397
-65,034
2741
$5.46M ﹤0.01%
306,149
+30,657
2742
$5.45M ﹤0.01%
133,236
+50,862
2743
$5.45M ﹤0.01%
95,052
+1,302
2744
$5.43M ﹤0.01%
245,038
+94,824
2745
$5.43M ﹤0.01%
424,069
+159,713
2746
$5.42M ﹤0.01%
180,308
-8,896
2747
$5.42M ﹤0.01%
95,847
-46,409
2748
$5.42M ﹤0.01%
84,721
-19,742
2749
$5.42M ﹤0.01%
173,294
-13,830
2750
$5.42M ﹤0.01%
136,571
-22,154
108 109
110
111 112