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
3626
$2.14M ﹤0.01%
3,648,714
+2,105,852
3627
$2.14M ﹤0.01%
262,174
+66,526
3628
$2.14M ﹤0.01%
57,048
-284,014
3629
$2.14M ﹤0.01%
37,908
-166,990
3630
$2.14M ﹤0.01%
103,864
+75,299
3631
$2.14M ﹤0.01%
20,676
-3,544
3632
$2.13M ﹤0.01%
14,601
-8,046
3633
$2.13M ﹤0.01%
58,149
+10,664
3634
$2.13M ﹤0.01%
1,366
+440
3635
$2.13M ﹤0.01%
333,008
-241,532
3636
$2.13M ﹤0.01%
28,466
-2,862
3637
$2.13M ﹤0.01%
219,957
+199,474
3638
$2.12M ﹤0.01%
117,534
+30,985
3639
$2.12M ﹤0.01%
130,080
+29,500
3640
$2.12M ﹤0.01%
781,882
+96,256
3641
$2.12M ﹤0.01%
40,171
-9,074
3642
$2.12M ﹤0.01%
214,662
+70,106
3643
$2.12M ﹤0.01%
101,360
+920
3644
$2.11M ﹤0.01%
118,309
-164,775
3645
$2.1M ﹤0.01%
59,154
-5,970
3646
$2.1M ﹤0.01%
30,438
+17,223
3647
$2.1M ﹤0.01%
117,885
+25,109
3648
$2.1M ﹤0.01%
141,195
-41,067
3649
$2.1M ﹤0.01%
35,928
-11,573
3650
$2.1M ﹤0.01%
173,166
+22,483
144 145
146
147 148