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
2751
$5.39M ﹤0.01%
81,475
-5,595
2752
$5.38M ﹤0.01%
124,160
-51,761
2753
$5.38M ﹤0.01%
235,293
-36,665
2754
$5.38M ﹤0.01%
45,584
-1,375
2755
$5.38M ﹤0.01%
743,249
-51,119
2756
$5.37M ﹤0.01%
712,714
+31,215
2757
$5.37M ﹤0.01%
167,245
+3,912
2758
$5.37M ﹤0.01%
154,912
-4,401
2759
$5.37M ﹤0.01%
39,684
-21,057
2760
$5.36M ﹤0.01%
236,234
+235,843
2761
$5.35M ﹤0.01%
316,255
-117,103
2762
$5.35M ﹤0.01%
329,582
+210,848
2763
$5.35M ﹤0.01%
1,581,492
+1,129,130
2764
$5.34M ﹤0.01%
293,567
+256,249
2765
$5.34M ﹤0.01%
580,923
+185,886
2766
$5.34M ﹤0.01%
158,004
-44,127
2767
$5.33M ﹤0.01%
330,116
-103,644
2768
$5.33M ﹤0.01%
275,415
-193,484
2769
$5.32M ﹤0.01%
517,929
+172,095
2770
$5.32M ﹤0.01%
121,266
+11,914
2771
$5.31M ﹤0.01%
96,715
-14,449
2772
$5.31M ﹤0.01%
237,015
-96,836
2773
$5.31M ﹤0.01%
530,604
+176,802
2774
$5.3M ﹤0.01%
382,883
-42,592
2775
$5.3M ﹤0.01%
198,552
-15,317
109 110
111
112 113