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
2976
$4.29M ﹤0.01%
546,596
-36,939
2977
$4.28M ﹤0.01%
805,159
+142,324
2978
$4.28M ﹤0.01%
551,595
+141,997
2979
$4.28M ﹤0.01%
56,139
-25,916
2980
$4.27M ﹤0.01%
105,779
-25,321
2981
$4.27M ﹤0.01%
436,188
+358,326
2982
$4.27M ﹤0.01%
296,300
-288,820
2983
$4.27M ﹤0.01%
48,192
+2,346
2984
$4.26M ﹤0.01%
30,755
+21,778
2985
$4.25M ﹤0.01%
28,118
-31,940
2986
$4.25M ﹤0.01%
368,646
+41,783
2987
$4.24M ﹤0.01%
584,536
+361,785
2988
$4.24M ﹤0.01%
177,202
+23,808
2989
$4.23M ﹤0.01%
155,557
-18,032
2990
$4.23M ﹤0.01%
744,843
+118,274
2991
$4.22M ﹤0.01%
135,338
+19,827
2992
$4.22M ﹤0.01%
192,253
-136,326
2993
$4.22M ﹤0.01%
88,451
-18,800
2994
$4.22M ﹤0.01%
1,857,587
-573,792
2995
$4.21M ﹤0.01%
57,007
+4,272
2996
$4.21M ﹤0.01%
189,529
-132,607
2997
$4.21M ﹤0.01%
94,778
+56,827
2998
$4.21M ﹤0.01%
75,312
-29,996
2999
$4.21M ﹤0.01%
115,719
-91,703
3000
$4.21M ﹤0.01%
169,692
+14,189
118 119
120
121 122