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
3476
$2.56M ﹤0.01%
73,844
-16,713
3477
$2.56M ﹤0.01%
106,575
+37,088
3478
$2.55M ﹤0.01%
170,909
-7,506
3479
$2.55M ﹤0.01%
48,674
-14,749
3480
$2.54M ﹤0.01%
184,218
-4,931
3481
$2.54M ﹤0.01%
319,658
+48,571
3482
$2.53M ﹤0.01%
100,449
+41,946
3483
$2.53M ﹤0.01%
380,919
-8,413
3484
$2.53M ﹤0.01%
830,025
-52,784
3485
$2.53M ﹤0.01%
212,503
-39,044
3486
$2.53M ﹤0.01%
125,945
-10,202
3487
$2.52M ﹤0.01%
1,021,719
+684,472
3488
$2.52M ﹤0.01%
96,396
+3,256
3489
$2.52M ﹤0.01%
299,526
+19,972
3490
$2.52M ﹤0.01%
76,177
-4,395
3491
$2.51M ﹤0.01%
146,798
-629,218
3492
$2.51M ﹤0.01%
97,880
+7,705
3493
$2.51M ﹤0.01%
1,241,058
+565,166
3494
$2.5M ﹤0.01%
46,223
+4,393
3495
$2.5M ﹤0.01%
1,641,646
+31,760
3496
$2.5M ﹤0.01%
46,059
-4,731
3497
$2.5M ﹤0.01%
129,732
-329,146
3498
$2.5M ﹤0.01%
163,100
+17,025
3499
$2.48M ﹤0.01%
114,002
-2,161
3500
$2.48M ﹤0.01%
51,806
-14,922
138 139
140
141 142