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
3001
$4.21M ﹤0.01%
228,241
+61,021
3002
$4.2M ﹤0.01%
+153,048
3003
$4.19M ﹤0.01%
177,167
-330
3004
$4.18M ﹤0.01%
417,207
+271,744
3005
$4.18M ﹤0.01%
249,487
+230,652
3006
$4.18M ﹤0.01%
91,387
+5,446
3007
$4.18M ﹤0.01%
39,034
+6,967
3008
$4.18M ﹤0.01%
17,562
+13,390
3009
$4.17M ﹤0.01%
55,627
-74,747
3010
$4.17M ﹤0.01%
533,021
-69,663
3011
$4.17M ﹤0.01%
220,116
-1,282,568
3012
$4.16M ﹤0.01%
137,930
+4,246
3013
$4.16M ﹤0.01%
147,931
+112,253
3014
$4.15M ﹤0.01%
164,170
-15,900
3015
$4.15M ﹤0.01%
159,444
+58,915
3016
$4.15M ﹤0.01%
545,127
-88,364
3017
$4.14M ﹤0.01%
70,776
+51,989
3018
$4.14M ﹤0.01%
515,412
+27,590
3019
$4.14M ﹤0.01%
179,915
-7,346
3020
$4.14M ﹤0.01%
367,192
+2,551
3021
$4.13M ﹤0.01%
184,301
-5,982
3022
$4.12M ﹤0.01%
156,814
+3,978
3023
$4.12M ﹤0.01%
138,423
+48,318
3024
$4.12M ﹤0.01%
52,136
+17,844
3025
$4.11M ﹤0.01%
220,945
+37,173
119 120
121
122 123