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
2776
$5.3M ﹤0.01%
52,836
+10,821
2777
$5.3M ﹤0.01%
697,252
+253,512
2778
$5.29M ﹤0.01%
183,611
-15,512
2779
$5.29M ﹤0.01%
372,327
-218,651
2780
$5.29M ﹤0.01%
171,173
+20,086
2781
$5.29M ﹤0.01%
197,062
-273,246
2782
$5.28M ﹤0.01%
64,129
-19,374
2783
$5.27M ﹤0.01%
36,043
+10,850
2784
$5.27M ﹤0.01%
282,808
-63,851
2785
$5.26M ﹤0.01%
218,373
+40,572
2786
$5.25M ﹤0.01%
95,815
-26,886
2787
$5.24M ﹤0.01%
233,605
+114,273
2788
$5.22M ﹤0.01%
362,471
+258,365
2789
$5.21M ﹤0.01%
301,790
+88,429
2790
$5.2M ﹤0.01%
343,395
-177
2791
$5.19M ﹤0.01%
137,166
+11,150
2792
$5.18M ﹤0.01%
670,769
-1,133,120
2793
$5.17M ﹤0.01%
50,614
-10,634
2794
$5.17M ﹤0.01%
196,143
+101,645
2795
$5.17M ﹤0.01%
96,243
+5,523
2796
$5.17M ﹤0.01%
558,668
+107,527
2797
$5.17M ﹤0.01%
184,173
+19,744
2798
$5.17M ﹤0.01%
42,989
+3,956
2799
$5.16M ﹤0.01%
139,617
+16,404
2800
$5.16M ﹤0.01%
329,496
-20,985
110 111
112
113 114