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
4201
$960K ﹤0.01%
49,737
-170,718
4202
$960K ﹤0.01%
13,366
+1,275
4203
$957K ﹤0.01%
102,321
+49,018
4204
$956K ﹤0.01%
18,670
-4,618
4205
$956K ﹤0.01%
31,322
+22,124
4206
$955K ﹤0.01%
151,575
+120,792
4207
$955K ﹤0.01%
3,925
+3,668
4208
$946K ﹤0.01%
146,797
+58,757
4209
$946K ﹤0.01%
128,157
+104,896
4210
$946K ﹤0.01%
79,909
+13,906
4211
$944K ﹤0.01%
7,933
+866
4212
$942K ﹤0.01%
189
+40
4213
$941K ﹤0.01%
27,646
-15,932
4214
$939K ﹤0.01%
40,813
+3,864
4215
$939K ﹤0.01%
83,715
-6,721
4216
$938K ﹤0.01%
121,720
+15,576
4217
$933K ﹤0.01%
71,999
+18,249
4218
$932K ﹤0.01%
129,872
+114,779
4219
$931K ﹤0.01%
72,770
+9,602
4220
$930K ﹤0.01%
147,626
-607,232
4221
$929K ﹤0.01%
128,784
+3,744
4222
$928K ﹤0.01%
25,416
+3,674
4223
$927K ﹤0.01%
38,622
-20,984
4224
$924K ﹤0.01%
318,529
+134,490
4225
$923K ﹤0.01%
28,525
+20,216
167 168
169
170 171