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
3926
$1.49M ﹤0.01%
501,235
-794
3927
$1.48M ﹤0.01%
25,961
-685
3928
$1.48M ﹤0.01%
23,178
-784
3929
$1.48M ﹤0.01%
47,187
-2,873
3930
$1.48M ﹤0.01%
346,223
-48,173
3931
$1.48M ﹤0.01%
1,110,534
+990,937
3932
$1.48M ﹤0.01%
41,178
-14,309
3933
$1.48M ﹤0.01%
98,558
-8,584
3934
$1.47M ﹤0.01%
60,115
-77,966
3935
$1.47M ﹤0.01%
87,079
+12,832
3936
$1.47M ﹤0.01%
145,307
+44,264
3937
$1.47M ﹤0.01%
26,785
+3,701
3938
$1.47M ﹤0.01%
122,003
+121,347
3939
$1.47M ﹤0.01%
299,143
-1,825
3940
$1.46M ﹤0.01%
19,652
-16,366
3941
$1.46M ﹤0.01%
23,392
-28,381
3942
$1.46M ﹤0.01%
45,490
+41,442
3943
$1.46M ﹤0.01%
71,023
+1,539
3944
$1.45M ﹤0.01%
171,142
-22,608
3945
$1.45M ﹤0.01%
155,762
-26,876
3946
$1.45M ﹤0.01%
53,052
+1,679
3947
$1.45M ﹤0.01%
51,188
+23,767
3948
$1.45M ﹤0.01%
41,791
-7,038
3949
$1.45M ﹤0.01%
46,222
+29,902
3950
$1.44M ﹤0.01%
103,718
-508,947
156 157
158
159 160