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
2951
$4.36M ﹤0.01%
169,362
+6,334
2952
$4.35M ﹤0.01%
106,472
+13,569
2953
$4.35M ﹤0.01%
236,634
+178,876
2954
$4.35M ﹤0.01%
141,863
-125,809
2955
$4.34M ﹤0.01%
1,848,194
-666,353
2956
$4.34M ﹤0.01%
172,499
+32,489
2957
$4.33M ﹤0.01%
471,143
-9,533
2958
$4.33M ﹤0.01%
283,084
-3,968
2959
$4.33M ﹤0.01%
30,921
-2,198
2960
$4.33M ﹤0.01%
262,748
+100,030
2961
$4.32M ﹤0.01%
112,726
+53,357
2962
$4.32M ﹤0.01%
135,771
-29,450
2963
$4.32M ﹤0.01%
31,732
-2,046
2964
$4.31M ﹤0.01%
111,212
-46,801
2965
$4.31M ﹤0.01%
122,062
+5,575
2966
$4.31M ﹤0.01%
101,273
+53,852
2967
$4.31M ﹤0.01%
237,842
-5,425
2968
$4.3M ﹤0.01%
183,122
+123,479
2969
$4.3M ﹤0.01%
404,795
+108,306
2970
$4.3M ﹤0.01%
262,970
-34,146
2971
$4.3M ﹤0.01%
88,353
+53,698
2972
$4.3M ﹤0.01%
223,207
-9,416
2973
$4.29M ﹤0.01%
331,251
+21,823
2974
$4.29M ﹤0.01%
209,797
-19,229
2975
$4.29M ﹤0.01%
105,275
+11,641
117 118
119
120 121