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
3276
$3.22M ﹤0.01%
1,542,898
-159,361
3277
$3.22M ﹤0.01%
207,466
-62,957
3278
$3.22M ﹤0.01%
127,596
-89,655
3279
$3.22M ﹤0.01%
47,209
-2,533
3280
$3.21M ﹤0.01%
305,866
+295,867
3281
$3.21M ﹤0.01%
245,858
+7,510
3282
$3.21M ﹤0.01%
52,268
-254,397
3283
$3.21M ﹤0.01%
30,813
+5,912
3284
$3.2M ﹤0.01%
34,236
-6,577
3285
$3.19M ﹤0.01%
62,446
-23,974
3286
$3.19M ﹤0.01%
223,462
+41,091
3287
$3.19M ﹤0.01%
89,837
-18,767
3288
$3.19M ﹤0.01%
99,140
+49,348
3289
$3.18M ﹤0.01%
+201,664
3290
$3.18M ﹤0.01%
57,818
-4,398
3291
$3.18M ﹤0.01%
111,839
-115,930
3292
$3.17M ﹤0.01%
176,154
-2,091
3293
$3.17M ﹤0.01%
57,720
+965
3294
$3.16M ﹤0.01%
33,192
+4,032
3295
$3.16M ﹤0.01%
92,003
-21,417
3296
$3.16M ﹤0.01%
40,528
+23,218
3297
$3.15M ﹤0.01%
131,331
+49,531
3298
$3.15M ﹤0.01%
6,677
+1,793
3299
$3.15M ﹤0.01%
83,751
-118,766
3300
$3.14M ﹤0.01%
276,108
-10,128
130 131
132
133 134