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
3751
$1.88M ﹤0.01%
63,414
+9,329
3752
$1.88M ﹤0.01%
91,996
+6,301
3753
$1.87M ﹤0.01%
148,297
-61,420
3754
$1.87M ﹤0.01%
37,202
-18,739
3755
$1.87M ﹤0.01%
135,365
+33,703
3756
$1.87M ﹤0.01%
54,849
+3,334
3757
$1.87M ﹤0.01%
92,242
+71,356
3758
$1.87M ﹤0.01%
1,728,141
+1,560,779
3759
$1.86M ﹤0.01%
37,718
-630
3760
$1.86M ﹤0.01%
71,135
-18,048
3761
$1.85M ﹤0.01%
587,852
-641,823
3762
$1.85M ﹤0.01%
43,885
-9,904
3763
$1.85M ﹤0.01%
42,570
+15,500
3764
$1.84M ﹤0.01%
276,262
+160,564
3765
$1.84M ﹤0.01%
100,769
+29,492
3766
$1.84M ﹤0.01%
53,904
+23,417
3767
$1.84M ﹤0.01%
2,393,663
+308,756
3768
$1.84M ﹤0.01%
19,290
+2,707
3769
$1.83M ﹤0.01%
503,890
-1,150
3770
$1.83M ﹤0.01%
125,942
+78,579
3771
$1.83M ﹤0.01%
101,304
-290,046
3772
$1.83M ﹤0.01%
67,539
+38,354
3773
$1.83M ﹤0.01%
106,945
-37,437
3774
$1.82M ﹤0.01%
125,735
-29,979
3775
$1.81M ﹤0.01%
107,700
+13,192
149 150
151
152 153