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
4126
$1.09M ﹤0.01%
58,006
-15,875
4127
$1.09M ﹤0.01%
35,683
-3,431
4128
$1.08M ﹤0.01%
34,932
+26,819
4129
$1.08M ﹤0.01%
35,821
+1,907
4130
$1.08M ﹤0.01%
35,434
-9,615
4131
$1.08M ﹤0.01%
137,782
+61,637
4132
$1.08M ﹤0.01%
+30,963
4133
$1.08M ﹤0.01%
30,747
+1,704
4134
$1.08M ﹤0.01%
71,913
+17,173
4135
$1.07M ﹤0.01%
23,078
+15,141
4136
$1.07M ﹤0.01%
222,379
+38,653
4137
$1.07M ﹤0.01%
9,144
+1,867
4138
$1.07M ﹤0.01%
75,922
-10,674
4139
$1.07M ﹤0.01%
26,643
+2,035
4140
$1.07M ﹤0.01%
59,964
+34,784
4141
$1.07M ﹤0.01%
98,456
-18,287
4142
$1.06M ﹤0.01%
42,002
+4,697
4143
$1.06M ﹤0.01%
67,654
+2,041
4144
$1.06M ﹤0.01%
69,611
-1,538
4145
$1.06M ﹤0.01%
40,155
+20,758
4146
$1.06M ﹤0.01%
109,374
+46,674
4147
$1.05M ﹤0.01%
25,092
-7,230
4148
$1.05M ﹤0.01%
48,301
+9,426
4149
$1.05M ﹤0.01%
38,106
-62,234
4150
$1.05M ﹤0.01%
13,883
+13,881
164 165
166
167 168