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
3426
$2.74M ﹤0.01%
127,876
-36,331
3427
$2.73M ﹤0.01%
16,597
-4,026
3428
$2.73M ﹤0.01%
249,080
-49,618
3429
$2.73M ﹤0.01%
53,315
+9,923
3430
$2.73M ﹤0.01%
116,835
-6,599
3431
$2.72M ﹤0.01%
76,644
-4,478
3432
$2.72M ﹤0.01%
194,323
+9,335
3433
$2.71M ﹤0.01%
64,379
+5,959
3434
$2.71M ﹤0.01%
86,999
-451
3435
$2.71M ﹤0.01%
29,325
-12,423
3436
$2.71M ﹤0.01%
96,237
+23,509
3437
$2.7M ﹤0.01%
133,362
+75,475
3438
$2.7M ﹤0.01%
145,113
-1,187,170
3439
$2.7M ﹤0.01%
97,127
+22,832
3440
$2.69M ﹤0.01%
24,356
-9,310
3441
$2.69M ﹤0.01%
215,182
+78,844
3442
$2.69M ﹤0.01%
305,296
+33,905
3443
$2.69M ﹤0.01%
69,656
-6,896
3444
$2.69M ﹤0.01%
114,995
+1,508
3445
$2.69M ﹤0.01%
54,325
+2,470
3446
$2.68M ﹤0.01%
123,049
-200,328
3447
$2.68M ﹤0.01%
50,149
+8,443
3448
$2.68M ﹤0.01%
51,752
-1,102
3449
$2.68M ﹤0.01%
245,597
-20,672
3450
$2.67M ﹤0.01%
463,548
-43,723
136 137
138
139 140