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
3801
$1.75M ﹤0.01%
128,876
-29,697
3802
$1.75M ﹤0.01%
39,537
-11,067
3803
$1.75M ﹤0.01%
909,640
+462,406
3804
$1.75M ﹤0.01%
243,295
-1,187,373
3805
$1.75M ﹤0.01%
12,845
-3,977
3806
$1.74M ﹤0.01%
347,497
+254,885
3807
$1.74M ﹤0.01%
106,645
+37,038
3808
$1.74M ﹤0.01%
163,375
+98,914
3809
$1.74M ﹤0.01%
37,397
-2,231
3810
$1.74M ﹤0.01%
167,003
+1,962
3811
$1.73M ﹤0.01%
106,600
-16,512
3812
$1.72M ﹤0.01%
393,538
+39,270
3813
$1.72M ﹤0.01%
26,053
+8,218
3814
$1.72M ﹤0.01%
75,935
-8,061
3815
$1.71M ﹤0.01%
25,168
-2,543
3816
$1.71M ﹤0.01%
173,597
+41,286
3817
$1.71M ﹤0.01%
331,837
+32,187
3818
$1.7M ﹤0.01%
46,369
-15,691
3819
$1.7M ﹤0.01%
56,194
-6,659
3820
$1.7M ﹤0.01%
2,747
+2,113
3821
$1.7M ﹤0.01%
71,800
-3,776
3822
$1.7M ﹤0.01%
145,973
-43,818
3823
$1.69M ﹤0.01%
14,347
-3,173
3824
$1.69M ﹤0.01%
83,428
-114,004
3825
$1.69M ﹤0.01%
68,076
+2,694
151 152
153
154 155