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
2826
$5.01M ﹤0.01%
3,963
-2,906
2827
$5.01M ﹤0.01%
1,074,472
-116,706
2828
$5.01M ﹤0.01%
253,338
-17,976
2829
$5M ﹤0.01%
245,042
+86,817
2830
$5M ﹤0.01%
582,918
-13,787
2831
$5M ﹤0.01%
62,685
-88,767
2832
$4.99M ﹤0.01%
233,171
+41,219
2833
$4.99M ﹤0.01%
97,994
+27,605
2834
$4.99M ﹤0.01%
170,362
-54,252
2835
$4.98M ﹤0.01%
397,759
-318,219
2836
$4.97M ﹤0.01%
44,687
+19,665
2837
$4.95M ﹤0.01%
151,741
-30,921
2838
$4.94M ﹤0.01%
220,893
-64,159
2839
$4.94M ﹤0.01%
346,934
-70,744
2840
$4.93M ﹤0.01%
85,954
-57,772
2841
$4.93M ﹤0.01%
268,454
-18,160
2842
$4.92M ﹤0.01%
79,834
-8,850
2843
$4.92M ﹤0.01%
44,883
+757
2844
$4.92M ﹤0.01%
59,126
+22,264
2845
$4.91M ﹤0.01%
358,015
-12,995
2846
$4.9M ﹤0.01%
61,855
-124
2847
$4.9M ﹤0.01%
79,192
+10,258
2848
$4.9M ﹤0.01%
285,292
-67,600
2849
$4.9M ﹤0.01%
155,183
-81,097
2850
$4.89M ﹤0.01%
855,631
+244,153
112 113
114
115 116