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
326
$216M 0.06%
5,759,994
-95,641
327
$214M 0.06%
2,773,991
+378,689
328
$214M 0.06%
2,045,497
+640,423
329
$214M 0.06%
1,468,554
-557,018
330
$213M 0.06%
653,564
+71,809
331
$213M 0.06%
4,186,629
-482,080
332
$213M 0.06%
12,337,480
+563,003
333
$213M 0.06%
2,136,685
+86,272
334
$211M 0.06%
2,432,441
+23,073
335
$210M 0.06%
3,513,568
+128,076
336
$210M 0.06%
2,343,871
+677,837
337
$209M 0.06%
12,976,605
-607,296
338
$209M 0.06%
866,530
-62,177
339
$209M 0.06%
11,044,492
+796,520
340
$208M 0.06%
4,409,672
-560,773
341
$207M 0.05%
11,940,111
+5,822,850
342
$206M 0.05%
2,231,573
+150,242
343
$205M 0.05%
1,616,043
+235,853
344
$201M 0.05%
1,436,579
+181,313
345
$200M 0.05%
3,564,249
-107,344
346
$200M 0.05%
3,871,918
-7,053
347
$200M 0.05%
6,765,864
+6,173,965
348
$200M 0.05%
1,110,654
+343,847
349
$199M 0.05%
3,311,448
+291,390
350
$199M 0.05%
21,687,012
+4,613,054
12 13
14
15 16