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
3526
$2.38M ﹤0.01%
495,863
+122,553
3527
$2.38M ﹤0.01%
152,318
-15,520
3528
$2.38M ﹤0.01%
121,281
+5,811
3529
$2.38M ﹤0.01%
32,625
-6,619
3530
$2.38M ﹤0.01%
24,999
-4,616
3531
$2.37M ﹤0.01%
11,863
-3,706
3532
$2.37M ﹤0.01%
119,407
-38,237
3533
$2.36M ﹤0.01%
222,726
-133,118
3534
$2.36M ﹤0.01%
106,687
+46,612
3535
$2.36M ﹤0.01%
5,829
-2,417
3536
$2.35M ﹤0.01%
47,436
+5,565
3537
$2.35M ﹤0.01%
324,023
+313,334
3538
$2.34M ﹤0.01%
156,308
-107,102
3539
$2.34M ﹤0.01%
203,821
+37,828
3540
$2.34M ﹤0.01%
145,344
-25,173
3541
$2.33M ﹤0.01%
144,658
+45,425
3542
$2.33M ﹤0.01%
112,146
-17,780
3543
$2.32M ﹤0.01%
176,518
-11,088
3544
$2.32M ﹤0.01%
56,193
-240
3545
$2.32M ﹤0.01%
5,156,108
-332,728
3546
$2.32M ﹤0.01%
68,520
-7,742
3547
$2.32M ﹤0.01%
191,808
+123,744
3548
$2.32M ﹤0.01%
29,392
+2,307
3549
$2.31M ﹤0.01%
57,829
-85,550
3550
$2.31M ﹤0.01%
71,211
-21,167
140 141
142
143 144