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
3401
$2.82M ﹤0.01%
233,658
-26,532
3402
$2.81M ﹤0.01%
241,525
-537
3403
$2.81M ﹤0.01%
195,239
-17,499
3404
$2.81M ﹤0.01%
+58,595
3405
$2.81M ﹤0.01%
22,035
-8,079
3406
$2.8M ﹤0.01%
87,927
-26,367
3407
$2.8M ﹤0.01%
62,563
-152,336
3408
$2.8M ﹤0.01%
445,482
-88,363
3409
$2.8M ﹤0.01%
88,587
+19,963
3410
$2.79M ﹤0.01%
47,667
+4,313
3411
$2.79M ﹤0.01%
55,846
+2,543
3412
$2.79M ﹤0.01%
307,480
-267,884
3413
$2.79M ﹤0.01%
54,891
-9,493
3414
$2.79M ﹤0.01%
55,547
-718
3415
$2.79M ﹤0.01%
105,009
+2,317
3416
$2.79M ﹤0.01%
46,907
-3,424
3417
$2.79M ﹤0.01%
177,361
-12,818
3418
$2.79M ﹤0.01%
58,592
-9,267
3419
$2.78M ﹤0.01%
83,514
+12,809
3420
$2.78M ﹤0.01%
90,719
+49,207
3421
$2.78M ﹤0.01%
255,502
-140,941
3422
$2.77M ﹤0.01%
186,302
+13,239
3423
$2.76M ﹤0.01%
207,781
-56,105
3424
$2.75M ﹤0.01%
109,266
+58,282
3425
$2.75M ﹤0.01%
336,732
+122,418
135 136
137
138 139