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
4026
$1.27M ﹤0.01%
22,855
-8,588
4027
$1.26M ﹤0.01%
35,788
-8,594
4028
$1.26M ﹤0.01%
67,281
+33,469
4029
$1.26M ﹤0.01%
43,229
+393
4030
$1.26M ﹤0.01%
84,138
+34,002
4031
$1.26M ﹤0.01%
97,366
-150
4032
$1.26M ﹤0.01%
43,752
-105,325
4033
$1.26M ﹤0.01%
33,213
+8,338
4034
$1.26M ﹤0.01%
55,276
+1,005
4035
$1.26M ﹤0.01%
185,765
-12,233
4036
$1.26M ﹤0.01%
67,915
+29,977
4037
$1.26M ﹤0.01%
21,648
-56,223
4038
$1.25M ﹤0.01%
87,404
+77,645
4039
$1.25M ﹤0.01%
139,373
-14,042
4040
$1.25M ﹤0.01%
171,908
-47,692
4041
$1.25M ﹤0.01%
188,521
-45,798
4042
$1.25M ﹤0.01%
121,187
-117,904
4043
$1.25M ﹤0.01%
38,899
+210
4044
$1.24M ﹤0.01%
23,921
+23,920
4045
$1.24M ﹤0.01%
48,878
+36,171
4046
$1.24M ﹤0.01%
30,149
-1,251
4047
$1.24M ﹤0.01%
72,365
-42,891
4048
$1.23M ﹤0.01%
77,820
+22,844
4049
$1.23M ﹤0.01%
211,025
+172,983
4050
$1.23M ﹤0.01%
31,989
-2,791
160 161
162
163 164