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
3876
$1.58M ﹤0.01%
574,607
-9,548
3877
$1.58M ﹤0.01%
39,602
+24,295
3878
$1.58M ﹤0.01%
10,976
+3,298
3879
$1.58M ﹤0.01%
81,007
+72,106
3880
$1.58M ﹤0.01%
18,433
-805
3881
$1.58M ﹤0.01%
522,477
-9,683
3882
$1.58M ﹤0.01%
89,724
-20,237
3883
$1.57M ﹤0.01%
100,337
-100,144
3884
$1.57M ﹤0.01%
57,222
-5,784
3885
$1.57M ﹤0.01%
53,456
+1,124
3886
$1.57M ﹤0.01%
35,774
-22,728
3887
$1.57M ﹤0.01%
55,568
-41,117
3888
$1.57M ﹤0.01%
169,753
-6,540
3889
$1.57M ﹤0.01%
349,528
+82,120
3890
$1.57M ﹤0.01%
112,190
-33,051
3891
$1.57M ﹤0.01%
5,907
-1,065
3892
$1.56M ﹤0.01%
17,244
+6,430
3893
$1.56M ﹤0.01%
38,496
+33,913
3894
$1.56M ﹤0.01%
104,374
+16,349
3895
$1.56M ﹤0.01%
34,216
+7,584
3896
$1.56M ﹤0.01%
41,628
-3,460
3897
$1.56M ﹤0.01%
110,657
+27,193
3898
$1.56M ﹤0.01%
62,522
-38,760
3899
$1.56M ﹤0.01%
56,026
+42,338
3900
$1.55M ﹤0.01%
+59,624
154 155
156
157 158