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
3051
$4.01M ﹤0.01%
107,484
-94,984
3052
$4.01M ﹤0.01%
384,457
-103,809
3053
$4M ﹤0.01%
50,010
+761
3054
$4M ﹤0.01%
643,006
-392,133
3055
$4M ﹤0.01%
1,019,670
-188,721
3056
$4M ﹤0.01%
3,361
-4,029
3057
$3.99M ﹤0.01%
53,173
+19,447
3058
$3.98M ﹤0.01%
757,342
-76,485
3059
$3.98M ﹤0.01%
941,513
-93,662
3060
$3.98M ﹤0.01%
231,522
+214,916
3061
$3.98M ﹤0.01%
38,062
-3,219
3062
$3.98M ﹤0.01%
227,316
-3,887
3063
$3.97M ﹤0.01%
1,044,447
+525,144
3064
$3.96M ﹤0.01%
185,775
-15,556
3065
$3.96M ﹤0.01%
72,238
+1,190
3066
$3.96M ﹤0.01%
317,520
+3,476
3067
$3.96M ﹤0.01%
63,714
+10,736
3068
$3.95M ﹤0.01%
133,674
-9,474
3069
$3.95M ﹤0.01%
146,397
-20,475
3070
$3.94M ﹤0.01%
367,477
+30,674
3071
$3.94M ﹤0.01%
203,896
-496,912
3072
$3.93M ﹤0.01%
630,211
+162,119
3073
$3.93M ﹤0.01%
85,905
+44,392
3074
$3.93M ﹤0.01%
51,975
-8,863
3075
$3.92M ﹤0.01%
37,177
-6,987
121 122
123
124 125