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
3326
$3.07M ﹤0.01%
264,947
-6,079
3327
$3.06M ﹤0.01%
+592,322
3328
$3.06M ﹤0.01%
308,979
+180,625
3329
$3.06M ﹤0.01%
913,913
-53,607
3330
$3.06M ﹤0.01%
100,334
-29,857
3331
$3.05M ﹤0.01%
41,352
-51,950
3332
$3.04M ﹤0.01%
45,817
+2,257
3333
$3.04M ﹤0.01%
464,439
-30,257
3334
$3.03M ﹤0.01%
43,982
+1,977
3335
$3.03M ﹤0.01%
497,691
+6,542
3336
$3.03M ﹤0.01%
284,870
-24,698
3337
$3.02M ﹤0.01%
178,081
-18,045
3338
$3.02M ﹤0.01%
143,184
+4,623
3339
$3.02M ﹤0.01%
34,983
+20,479
3340
$3.01M ﹤0.01%
133,521
-2,805
3341
$3.01M ﹤0.01%
294,974
+184,223
3342
$3M ﹤0.01%
198,667
+30,067
3343
$3M ﹤0.01%
425,395
-34,603
3344
$2.99M ﹤0.01%
155,325
-10,134
3345
$2.99M ﹤0.01%
83,942
+8,675
3346
$2.99M ﹤0.01%
+56,050
3347
$2.98M ﹤0.01%
99,347
+11,061
3348
$2.98M ﹤0.01%
56,163
+25,818
3349
$2.98M ﹤0.01%
288,702
-18,206
3350
$2.97M ﹤0.01%
210,301
-3,711
132 133
134
135 136