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
3451
$2.67M ﹤0.01%
273,880
+35,220
3452
$2.67M ﹤0.01%
290,405
+13,207
3453
$2.66M ﹤0.01%
2,460
-28
3454
$2.65M ﹤0.01%
110,659
-68,877
3455
$2.64M ﹤0.01%
180,555
+6,026
3456
$2.64M ﹤0.01%
20,619
+19,999
3457
$2.64M ﹤0.01%
38,421
+9,847
3458
$2.63M ﹤0.01%
23,818
-42,129
3459
$2.63M ﹤0.01%
123,553
-230,572
3460
$2.63M ﹤0.01%
2,205,331
-196,324
3461
$2.63M ﹤0.01%
20,640
-91,976
3462
$2.62M ﹤0.01%
993,767
-228,860
3463
$2.61M ﹤0.01%
1,100,862
+35,302
3464
$2.61M ﹤0.01%
342,176
-74,202
3465
$2.6M ﹤0.01%
87,766
+78,401
3466
$2.6M ﹤0.01%
353,838
-285,501
3467
$2.58M ﹤0.01%
718,186
+9,176
3468
$2.58M ﹤0.01%
26,800
3469
$2.57M ﹤0.01%
119,934
-3,248
3470
$2.57M ﹤0.01%
32,966
-19,575
3471
$2.57M ﹤0.01%
105,036
+4,628
3472
$2.57M ﹤0.01%
140,693
-25,877
3473
$2.57M ﹤0.01%
196,184
+137,782
3474
$2.56M ﹤0.01%
860,976
+261,651
3475
$2.56M ﹤0.01%
144,967
-38,574
137 138
139
140 141