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
3351
$2.97M ﹤0.01%
503,225
-21,643
3352
$2.97M ﹤0.01%
117,330
+75,067
3353
$2.97M ﹤0.01%
74,542
+1,671
3354
$2.97M ﹤0.01%
56,717
-72,130
3355
$2.96M ﹤0.01%
359,283
+33,308
3356
$2.96M ﹤0.01%
312,504
-56,942
3357
$2.96M ﹤0.01%
1,048,924
-474,144
3358
$2.96M ﹤0.01%
111,956
-127,575
3359
$2.96M ﹤0.01%
122,420
+7,259
3360
$2.96M ﹤0.01%
94,684
-13,158
3361
$2.95M ﹤0.01%
324,108
+16,614
3362
$2.95M ﹤0.01%
1,299,945
+66,148
3363
$2.95M ﹤0.01%
324,391
+5,953
3364
$2.95M ﹤0.01%
51,990
-10,769
3365
$2.94M ﹤0.01%
171,608
-106,337
3366
$2.94M ﹤0.01%
65
-99
3367
$2.93M ﹤0.01%
769,806
+426,472
3368
$2.93M ﹤0.01%
177,162
+81,777
3369
$2.93M ﹤0.01%
225,223
-1,888,463
3370
$2.92M ﹤0.01%
113,305
-122,652
3371
$2.92M ﹤0.01%
73,176
+41,498
3372
$2.92M ﹤0.01%
92,966
-21,417
3373
$2.92M ﹤0.01%
31,197
-3,735
3374
$2.92M ﹤0.01%
133,921
+38,063
3375
$2.91M ﹤0.01%
871,906
+63,262
133 134
135
136 137