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
3551
$2.31M ﹤0.01%
70,704
-10,522
3552
$2.31M ﹤0.01%
112,353
-8,711
3553
$2.31M ﹤0.01%
78,939
-24,977
3554
$2.3M ﹤0.01%
50,271
-49,664
3555
$2.3M ﹤0.01%
118,834
+15,528
3556
$2.3M ﹤0.01%
77,452
-929
3557
$2.29M ﹤0.01%
28,030
-3,340
3558
$2.29M ﹤0.01%
20,865
-503
3559
$2.29M ﹤0.01%
415,687
-14,941
3560
$2.28M ﹤0.01%
285,592
-266,474
3561
$2.28M ﹤0.01%
355,221
+332,055
3562
$2.27M ﹤0.01%
85,425
-68,337
3563
$2.27M ﹤0.01%
339,774
+261,554
3564
$2.27M ﹤0.01%
167,315
+200
3565
$2.27M ﹤0.01%
8,453
+7,544
3566
$2.27M ﹤0.01%
+108,974
3567
$2.26M ﹤0.01%
115,472
+94,405
3568
$2.26M ﹤0.01%
69,464
+16,830
3569
$2.26M ﹤0.01%
146,859
+23,607
3570
$2.26M ﹤0.01%
60,606
+17,374
3571
$2.26M ﹤0.01%
134,989
-632
3572
$2.26M ﹤0.01%
56,958
+15,550
3573
$2.26M ﹤0.01%
388,904
+9,453
3574
$2.26M ﹤0.01%
427,123
+385,301
3575
$2.25M ﹤0.01%
349,397
-108,777
141 142
143
144 145