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
4151
$1.05M ﹤0.01%
53,637
+1,575
4152
$1.05M ﹤0.01%
79,737
+19,336
4153
$1.05M ﹤0.01%
43,118
-915
4154
$1.05M ﹤0.01%
36,741
+4,001
4155
$1.05M ﹤0.01%
23,386
+16,940
4156
$1.04M ﹤0.01%
121,595
+31,302
4157
$1.04M ﹤0.01%
13,430
+313
4158
$1.04M ﹤0.01%
9,138
+8,471
4159
$1.04M ﹤0.01%
73,412
-21,253
4160
$1.03M ﹤0.01%
175,866
+156,512
4161
$1.03M ﹤0.01%
39,006
+34,533
4162
$1.03M ﹤0.01%
93,464
-12,251
4163
$1.03M ﹤0.01%
126,800
-12,511
4164
$1.03M ﹤0.01%
149,074
+9,878
4165
$1.03M ﹤0.01%
100,595
-841
4166
$1.02M ﹤0.01%
19,250
-5,019
4167
$1.02M ﹤0.01%
26,771
-3,280
4168
$1.02M ﹤0.01%
97,883
-8,141
4169
$1.02M ﹤0.01%
198,950
-33,204
4170
$1.02M ﹤0.01%
149,900
+144,309
4171
$1.01M ﹤0.01%
51,448
+129
4172
$1.01M ﹤0.01%
15,195
+3,258
4173
$1.01M ﹤0.01%
125,243
-126,113
4174
$1.01M ﹤0.01%
8,243
-76,664
4175
$1.01M ﹤0.01%
47,909
-5,101
165 166
167
168 169