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
4176
$1.01M ﹤0.01%
73,136
+35,424
4177
$1M ﹤0.01%
17,642
-10,227
4178
$1M ﹤0.01%
4,524
-12,430
4179
$1M ﹤0.01%
139,437
-554,335
4180
$1M ﹤0.01%
106,437
+70,848
4181
$1M ﹤0.01%
775,583
-6,936
4182
$998K ﹤0.01%
10,333
-2,975
4183
$995K ﹤0.01%
85,591
+8,823
4184
$992K ﹤0.01%
35,115
-36,092
4185
$989K ﹤0.01%
65,275
+27,286
4186
$988K ﹤0.01%
79,006
+141
4187
$987K ﹤0.01%
143,354
+18,596
4188
$984K ﹤0.01%
93,186
-37,962
4189
$981K ﹤0.01%
28,023
+18,048
4190
$977K ﹤0.01%
22,136
+8,992
4191
$976K ﹤0.01%
13,391
+135
4192
$975K ﹤0.01%
29,351
-6,057
4193
$975K ﹤0.01%
84,740
+13,003
4194
$974K ﹤0.01%
109,397
+33,034
4195
$973K ﹤0.01%
54,940
-18,633
4196
$967K ﹤0.01%
42,471
+11,185
4197
$965K ﹤0.01%
64,672
+46,459
4198
$963K ﹤0.01%
136,726
+3,714
4199
$961K ﹤0.01%
46,974
+28,048
4200
$961K ﹤0.01%
37,511
-1,715
166 167
168
169 170