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
276
$266M 0.07%
2,067,698
-46,736
277
$265M 0.07%
2,430,437
+367,444
278
$264M 0.07%
6,406,914
-52,110
279
$264M 0.07%
1,784,033
+242,425
280
$263M 0.07%
10,298,682
+863,921
281
$261M 0.07%
8,283,414
+850,175
282
$261M 0.07%
2,542,007
+510,433
283
$261M 0.07%
1,761,852
+28,152
284
$260M 0.07%
3,529,297
+461,713
285
$260M 0.07%
3,521,960
+13,661
286
$259M 0.07%
2,721,949
+409,730
287
$259M 0.07%
4,444,939
+2,212,049
288
$259M 0.07%
10,736,228
-693,052
289
$258M 0.07%
9,644,973
+1,997,129
290
$255M 0.07%
713,727
+423,371
291
$254M 0.07%
8,594,854
-117,512
292
$253M 0.07%
2,367,412
+310,176
293
$253M 0.07%
2,200,185
+134,532
294
$251M 0.07%
2,583,372
+184,491
295
$248M 0.07%
4,689,395
+142,678
296
$247M 0.07%
3,283,128
+43,290
297
$246M 0.07%
4,451,611
-461,419
298
$246M 0.07%
5,987,328
+3,077,688
299
$246M 0.07%
4,406,506
-240,710
300
$244M 0.06%
2,433,132
+701,085
10 11
12
13 14