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
3851
$1.63M ﹤0.01%
29,964
+28,220
3852
$1.63M ﹤0.01%
36,622
+19,764
3853
$1.63M ﹤0.01%
589
+9
3854
$1.63M ﹤0.01%
74,860
-138,098
3855
$1.63M ﹤0.01%
114,155
+2,269
3856
$1.62M ﹤0.01%
64,307
+7,496
3857
$1.62M ﹤0.01%
174,898
-103,289
3858
$1.62M ﹤0.01%
53,762
+45,408
3859
$1.62M ﹤0.01%
97,718
-13,392
3860
$1.61M ﹤0.01%
104,517
+3,048
3861
$1.61M ﹤0.01%
230,851
-104,297
3862
$1.61M ﹤0.01%
460,371
+286,332
3863
$1.61M ﹤0.01%
169,289
-32,001
3864
$1.6M ﹤0.01%
91,533
+766
3865
$1.6M ﹤0.01%
52,088
+14,313
3866
$1.6M ﹤0.01%
6,429
+3,177
3867
$1.6M ﹤0.01%
94,122
+49,213
3868
$1.6M ﹤0.01%
47,466
+9,330
3869
$1.6M ﹤0.01%
5,128
+3,402
3870
$1.6M ﹤0.01%
176,446
+15,576
3871
$1.59M ﹤0.01%
43,803
-8,352
3872
$1.59M ﹤0.01%
52,462
-21,211
3873
$1.59M ﹤0.01%
96,983
+87,754
3874
$1.59M ﹤0.01%
63,657
-66,990
3875
$1.59M ﹤0.01%
34,045
-5,158
153 154
155
156 157