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
4076
$1.18M ﹤0.01%
51,204
+4,048
4077
$1.18M ﹤0.01%
22,784
-2,110
4078
$1.18M ﹤0.01%
60,023
+51,586
4079
$1.18M ﹤0.01%
33,489
-2,682
4080
$1.18M ﹤0.01%
247,238
-395,852
4081
$1.18M ﹤0.01%
79,996
-4,842
4082
$1.18M ﹤0.01%
75,029
+22,846
4083
$1.17M ﹤0.01%
46,663
-125,300
4084
$1.17M ﹤0.01%
53,206
+52,527
4085
$1.17M ﹤0.01%
11,631
+214
4086
$1.17M ﹤0.01%
+41,856
4087
$1.17M ﹤0.01%
67,544
-669,410
4088
$1.16M ﹤0.01%
31,138
+10,206
4089
$1.16M ﹤0.01%
97,293
+42,147
4090
$1.16M ﹤0.01%
35,377
+19,477
4091
$1.16M ﹤0.01%
115,176
+91,050
4092
$1.16M ﹤0.01%
31,687
+9,212
4093
$1.16M ﹤0.01%
146,733
+21,174
4094
$1.15M ﹤0.01%
51,064
-10,974
4095
$1.15M ﹤0.01%
76,033
-6,340
4096
$1.14M ﹤0.01%
899,465
-341,993
4097
$1.14M ﹤0.01%
34,518
-15,570
4098
$1.14M ﹤0.01%
80,687
-557,586
4099
$1.14M ﹤0.01%
28,995
-9,575
4100
$1.13M ﹤0.01%
71,668
-49,942
162 163
164
165 166