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
2901
$4.61M ﹤0.01%
217,722
-6,076
2902
$4.6M ﹤0.01%
114,843
+60,991
2903
$4.6M ﹤0.01%
157,655
+28,571
2904
$4.59M ﹤0.01%
64,950
-66,282
2905
$4.59M ﹤0.01%
889,601
+448,151
2906
$4.58M ﹤0.01%
140,574
-73,638
2907
$4.57M ﹤0.01%
237,707
-1,292,885
2908
$4.57M ﹤0.01%
142,704
-160,868
2909
$4.55M ﹤0.01%
99,550
-13,486
2910
$4.55M ﹤0.01%
342,087
+61,880
2911
$4.54M ﹤0.01%
538,019
+494,175
2912
$4.54M ﹤0.01%
305,900
-89,790
2913
$4.54M ﹤0.01%
128,189
-32,798
2914
$4.54M ﹤0.01%
124,412
+1,858
2915
$4.52M ﹤0.01%
361,416
+89,461
2916
$4.52M ﹤0.01%
127,295
-81,743
2917
$4.51M ﹤0.01%
94,513
+9,664
2918
$4.51M ﹤0.01%
78,898
+3,902
2919
$4.51M ﹤0.01%
311,039
-14,970
2920
$4.51M ﹤0.01%
364,385
+335,231
2921
$4.51M ﹤0.01%
388,390
-132,169
2922
$4.5M ﹤0.01%
451,479
-165,374
2923
$4.49M ﹤0.01%
4,044,446
-7,599
2924
$4.49M ﹤0.01%
121,296
+10,967
2925
$4.48M ﹤0.01%
761,280
-14,769
115 116
117
118 119