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
3376
$2.91M ﹤0.01%
1,231,783
+56,159
3377
$2.91M ﹤0.01%
3,224
+847
3378
$2.91M ﹤0.01%
89,411
-19,165
3379
$2.9M ﹤0.01%
127,130
-18,618
3380
$2.9M ﹤0.01%
63,650
-8,182
3381
$2.89M ﹤0.01%
58,094
-5,770
3382
$2.89M ﹤0.01%
55,221
+11,126
3383
$2.88M ﹤0.01%
57,322
-14,831
3384
$2.88M ﹤0.01%
145,392
-318,928
3385
$2.87M ﹤0.01%
21,940
+10,479
3386
$2.87M ﹤0.01%
128,136
+5,063
3387
$2.87M ﹤0.01%
50,569
+13,095
3388
$2.86M ﹤0.01%
229
-78
3389
$2.85M ﹤0.01%
32,912
-55,334
3390
$2.85M ﹤0.01%
460,384
+191,618
3391
$2.85M ﹤0.01%
67,256
-31,172
3392
$2.85M ﹤0.01%
311,982
+128,127
3393
$2.84M ﹤0.01%
56,111
+44,209
3394
$2.84M ﹤0.01%
58,928
-6,335
3395
$2.83M ﹤0.01%
990,607
-276,268
3396
$2.83M ﹤0.01%
58,510
-17,922
3397
$2.83M ﹤0.01%
63,252
+50,338
3398
$2.83M ﹤0.01%
217,960
+214,170
3399
$2.82M ﹤0.01%
29,234
-12,081
3400
$2.82M ﹤0.01%
150,299
-17,348
134 135
136
137 138