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
3976
$1.37M ﹤0.01%
7,548
+2,990
3977
$1.37M ﹤0.01%
135,796
+43,975
3978
$1.36M ﹤0.01%
94,414
+18,732
3979
$1.36M ﹤0.01%
64,637
-26,630
3980
$1.36M ﹤0.01%
106,974
-9,370
3981
$1.36M ﹤0.01%
19,218
-14,238
3982
$1.36M ﹤0.01%
145,894
-29,700
3983
$1.36M ﹤0.01%
51,856
+10,080
3984
$1.36M ﹤0.01%
50,584
+18,068
3985
$1.36M ﹤0.01%
146,403
+94,906
3986
$1.36M ﹤0.01%
26,825
+4,259
3987
$1.36M ﹤0.01%
124,710
+72,380
3988
$1.35M ﹤0.01%
92,625
-347,112
3989
$1.35M ﹤0.01%
96,938
+11,618
3990
$1.35M ﹤0.01%
86,847
+19,217
3991
$1.35M ﹤0.01%
66,881
-10,587
3992
$1.35M ﹤0.01%
90,431
-192
3993
$1.35M ﹤0.01%
95,390
-26,637
3994
$1.35M ﹤0.01%
149,095
-15,724
3995
$1.35M ﹤0.01%
283,529
-144,034
3996
$1.34M ﹤0.01%
48,879
+6,287
3997
$1.34M ﹤0.01%
17,791
-18,853
3998
$1.34M ﹤0.01%
115,424
-465
3999
$1.34M ﹤0.01%
1,508,822
-394,882
4000
$1.34M ﹤0.01%
49,574
-419,583
158 159
160
161 162