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
3151
$3.67M ﹤0.01%
160,940
+146,916
3152
$3.67M ﹤0.01%
37,161
-11,788
3153
$3.66M ﹤0.01%
47,408
-32,908
3154
$3.66M ﹤0.01%
255,854
+574
3155
$3.65M ﹤0.01%
64,886
+2,881
3156
$3.65M ﹤0.01%
101,443
-52,059
3157
$3.65M ﹤0.01%
106,917
+90,627
3158
$3.65M ﹤0.01%
39,761
-162,089
3159
$3.64M ﹤0.01%
155,707
-532,087
3160
$3.64M ﹤0.01%
103,174
+16,897
3161
$3.64M ﹤0.01%
112,562
+89,074
3162
$3.64M ﹤0.01%
116,516
-16,747
3163
$3.64M ﹤0.01%
93,778
+3,832
3164
$3.64M ﹤0.01%
294,536
-29,262
3165
$3.63M ﹤0.01%
124,148
+95,467
3166
$3.63M ﹤0.01%
124,094
-197
3167
$3.62M ﹤0.01%
57,614
+25,320
3168
$3.62M ﹤0.01%
267,240
-85,975
3169
$3.62M ﹤0.01%
165,269
-2,992
3170
$3.62M ﹤0.01%
27,868
+2,322
3171
$3.62M ﹤0.01%
34,933
+8,605
3172
$3.62M ﹤0.01%
103,940
-18,924
3173
$3.62M ﹤0.01%
306,763
-271,078
3174
$3.61M ﹤0.01%
56,259
+31,754
3175
$3.6M ﹤0.01%
94,610
-29,518
125 126
127
128 129