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
4051
$1.23M ﹤0.01%
149,490
+19,920
4052
$1.23M ﹤0.01%
218,888
+108,168
4053
$1.23M ﹤0.01%
909,482
-261,254
4054
$1.22M ﹤0.01%
86,008
+22,363
4055
$1.22M ﹤0.01%
162,838
-382,106
4056
$1.22M ﹤0.01%
7,538
+5,732
4057
$1.22M ﹤0.01%
26,894
+1,454
4058
$1.22M ﹤0.01%
90,639
-25,607
4059
$1.22M ﹤0.01%
35,979
+3,054
4060
$1.21M ﹤0.01%
25,913
-12,836
4061
$1.21M ﹤0.01%
71,708
-15,199
4062
$1.21M ﹤0.01%
84,965
-20,193
4063
$1.21M ﹤0.01%
38,698
-18,303
4064
$1.21M ﹤0.01%
109,932
+56,984
4065
$1.21M ﹤0.01%
111,016
-5,163
4066
$1.2M ﹤0.01%
67,859
+65,346
4067
$1.2M ﹤0.01%
89,463
-6,187
4068
$1.2M ﹤0.01%
6,313
+1,345
4069
$1.2M ﹤0.01%
85,936
-13,603
4070
$1.2M ﹤0.01%
413,552
+172,813
4071
$1.19M ﹤0.01%
31,052
-4,339
4072
$1.19M ﹤0.01%
16,825
+4,454
4073
$1.19M ﹤0.01%
73,100
+4,968
4074
$1.18M ﹤0.01%
194,349
-93,659
4075
$1.18M ﹤0.01%
94,931
+8,701
161 162
163
164 165