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
2801
$5.16M ﹤0.01%
98,351
+74,215
2802
$5.16M ﹤0.01%
147,266
+20,816
2803
$5.15M ﹤0.01%
184,687
-13,733
2804
$5.13M ﹤0.01%
817,795
-74,374
2805
$5.13M ﹤0.01%
662,427
+21,729
2806
$5.12M ﹤0.01%
285,302
+57,472
2807
$5.12M ﹤0.01%
198,622
+178,033
2808
$5.11M ﹤0.01%
2,840,501
-226,761
2809
$5.1M ﹤0.01%
481,070
+1,695
2810
$5.1M ﹤0.01%
137,768
-64,640
2811
$5.09M ﹤0.01%
441,818
+185,873
2812
$5.09M ﹤0.01%
95,054
-49,074
2813
$5.08M ﹤0.01%
18,011
+4,896
2814
$5.08M ﹤0.01%
107,856
-240,171
2815
$5.07M ﹤0.01%
103,144
+1,281
2816
$5.07M ﹤0.01%
133,778
-472,129
2817
$5.06M ﹤0.01%
335,377
-25,830
2818
$5.06M ﹤0.01%
489,533
+69,809
2819
$5.05M ﹤0.01%
258,858
+3,092
2820
$5.04M ﹤0.01%
158,743
+96,693
2821
$5.04M ﹤0.01%
498,046
-128,673
2822
$5.03M ﹤0.01%
198,958
-15,238
2823
$5.03M ﹤0.01%
192,897
-2,514
2824
$5.02M ﹤0.01%
165,270
-48,580
2825
$5.01M ﹤0.01%
4,323,586
-3,286,813