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
3776
$1.81M ﹤0.01%
109,588
+76,093
3777
$1.81M ﹤0.01%
80,929
+7,409
3778
$1.81M ﹤0.01%
89
+86
3779
$1.8M ﹤0.01%
57,470
-40,368
3780
$1.79M ﹤0.01%
125,104
+27,704
3781
$1.79M ﹤0.01%
36,877
-2,664
3782
$1.79M ﹤0.01%
40,982
+5,717
3783
$1.79M ﹤0.01%
108,945
+100,190
3784
$1.79M ﹤0.01%
42,863
+24,582
3785
$1.78M ﹤0.01%
35,853
-122,056
3786
$1.78M ﹤0.01%
+19,017
3787
$1.78M ﹤0.01%
76,932
-6,993
3788
$1.78M ﹤0.01%
61,601
+20,035
3789
$1.78M ﹤0.01%
13,770
-3,178
3790
$1.78M ﹤0.01%
41,723
-1,046
3791
$1.78M ﹤0.01%
76,015
+13,129
3792
$1.78M ﹤0.01%
440,847
-231,825
3793
$1.77M ﹤0.01%
87,550
-88,772
3794
$1.77M ﹤0.01%
150,315
-635,367
3795
$1.77M ﹤0.01%
340,383
-926,738
3796
$1.77M ﹤0.01%
141,712
-64,048
3797
$1.76M ﹤0.01%
42,619
+26,114
3798
$1.76M ﹤0.01%
180,616
-4,824
3799
$1.76M ﹤0.01%
25,110
-778
3800
$1.76M ﹤0.01%
1,452,870
+182,037
150 151
152
153 154