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
3176
$3.59M ﹤0.01%
132,714
+1,937
3177
$3.59M ﹤0.01%
398,614
+40,519
3178
$3.59M ﹤0.01%
7,340
+5,212
3179
$3.58M ﹤0.01%
592,550
-436,068
3180
$3.58M ﹤0.01%
156,449
-30,640
3181
$3.58M ﹤0.01%
423,556
-195,234
3182
$3.58M ﹤0.01%
95,085
+29,434
3183
$3.58M ﹤0.01%
42,194
-10,708
3184
$3.58M ﹤0.01%
1,248,316
-164,337
3185
$3.58M ﹤0.01%
56,360
+14,839
3186
$3.57M ﹤0.01%
208,255
+50,258
3187
$3.56M ﹤0.01%
95,290
-32,822
3188
$3.56M ﹤0.01%
54,866
+1,806
3189
$3.56M ﹤0.01%
91,646
-234,065
3190
$3.55M ﹤0.01%
337,101
-179,532
3191
$3.55M ﹤0.01%
90,975
-31,946
3192
$3.54M ﹤0.01%
109,857
+53,606
3193
$3.54M ﹤0.01%
69,986
+3,789
3194
$3.54M ﹤0.01%
205,684
+65,895
3195
$3.54M ﹤0.01%
228,430
+2,192
3196
$3.54M ﹤0.01%
179,602
-20,590
3197
$3.53M ﹤0.01%
38,533
-419,293
3198
$3.51M ﹤0.01%
37,811
-12,522
3199
$3.51M ﹤0.01%
108,983
-239,918
3200
$3.51M ﹤0.01%
249,546
+8,359
126 127
128
129 130