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
3101
$3.83M ﹤0.01%
77,854
-7,502
3102
$3.83M ﹤0.01%
289,062
+169,355
3103
$3.83M ﹤0.01%
297,788
-112,027
3104
$3.83M ﹤0.01%
185,519
-44,851
3105
$3.83M ﹤0.01%
285,831
-12,127
3106
$3.83M ﹤0.01%
41,306
+2,012
3107
$3.82M ﹤0.01%
260,821
-12,931
3108
$3.82M ﹤0.01%
24,648
+23,476
3109
$3.82M ﹤0.01%
32,412
-9,448
3110
$3.81M ﹤0.01%
51,240
+8,782
3111
$3.79M ﹤0.01%
45,312
-8,334
3112
$3.79M ﹤0.01%
266,974
+104,072
3113
$3.79M ﹤0.01%
245,590
+29,706
3114
$3.79M ﹤0.01%
191,418
+143,887
3115
$3.79M ﹤0.01%
137,169
-3,721
3116
$3.78M ﹤0.01%
41,420
+17,246
3117
$3.78M ﹤0.01%
105,044
+40,000
3118
$3.77M ﹤0.01%
611,386
-274,092
3119
$3.77M ﹤0.01%
39,002
-5,385
3120
$3.77M ﹤0.01%
11,350
-2,985
3121
$3.77M ﹤0.01%
163,400
+121,553
3122
$3.77M ﹤0.01%
97,730
-22,394
3123
$3.76M ﹤0.01%
47,109
+6,460
3124
$3.76M ﹤0.01%
225,997
-282,111
3125
$3.76M ﹤0.01%
854,339
+337,237
123 124
125
126 127