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
3201
$3.5M ﹤0.01%
365,946
-48,292
3202
$3.5M ﹤0.01%
76,026
-71,067
3203
$3.5M ﹤0.01%
66,039
-735
3204
$3.5M ﹤0.01%
280,452
+113,988
3205
$3.5M ﹤0.01%
1,620,501
+1,198,656
3206
$3.5M ﹤0.01%
39,980
+9,287
3207
$3.49M ﹤0.01%
110,234
-26,947
3208
$3.49M ﹤0.01%
198,431
-272,797
3209
$3.49M ﹤0.01%
164,428
-22,216
3210
$3.47M ﹤0.01%
183,876
+16,646
3211
$3.47M ﹤0.01%
+108,681
3212
$3.46M ﹤0.01%
115,408
-26,100
3213
$3.46M ﹤0.01%
74,377
-47,961
3214
$3.46M ﹤0.01%
148,500
+18,713
3215
$3.45M ﹤0.01%
152,802
+19,281
3216
$3.45M ﹤0.01%
71,559
+29,498
3217
$3.45M ﹤0.01%
395,744
+381,917
3218
$3.44M ﹤0.01%
91,965
-1,194
3219
$3.44M ﹤0.01%
218,016
+6,806
3220
$3.44M ﹤0.01%
122,289
-799,556
3221
$3.43M ﹤0.01%
62,805
-26,703
3222
$3.43M ﹤0.01%
105,908
-4,928
3223
$3.42M ﹤0.01%
46,542
-9,506
3224
$3.42M ﹤0.01%
281,320
+46,207
3225
$3.42M ﹤0.01%
64,405
-171,447
127 128
129
130 131