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
3226
$3.42M ﹤0.01%
229,227
-33,836
3227
$3.41M ﹤0.01%
130,996
+130,718
3228
$3.41M ﹤0.01%
145,287
+31,312
3229
$3.41M ﹤0.01%
4,618
+2,550
3230
$3.4M ﹤0.01%
246,991
+751
3231
$3.4M ﹤0.01%
591,374
+266,343
3232
$3.39M ﹤0.01%
136,712
+119,583
3233
$3.39M ﹤0.01%
75,097
+8,240
3234
$3.36M ﹤0.01%
32,861
-31,826
3235
$3.36M ﹤0.01%
129,109
-137,216
3236
$3.36M ﹤0.01%
66,703
+19,022
3237
$3.36M ﹤0.01%
251,475
+2,362
3238
$3.35M ﹤0.01%
71,761
-20,674
3239
$3.35M ﹤0.01%
21,251
+3,315
3240
$3.35M ﹤0.01%
141,294
-21,537
3241
$3.34M ﹤0.01%
234,825
-16,008
3242
$3.34M ﹤0.01%
92,034
-122,405
3243
$3.34M ﹤0.01%
34,551
-23,284
3244
$3.33M ﹤0.01%
285,923
-101,033
3245
$3.33M ﹤0.01%
68,606
-20,572
3246
$3.33M ﹤0.01%
34,116
-26,914
3247
$3.33M ﹤0.01%
117,872
+84,312
3248
$3.33M ﹤0.01%
124,566
-5,852
3249
$3.32M ﹤0.01%
136,982
-3,000
3250
$3.32M ﹤0.01%
44,807
+17,654
128 129
130
131 132