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
401
$163M 0.04%
5,122,334
+1,513,467
402
$162M 0.04%
1,429,349
+43,717
403
$161M 0.04%
10,575,000
-318,767
404
$160M 0.04%
2,632,775
+158,999
405
$160M 0.04%
6,522,917
+1,783,289
406
$160M 0.04%
3,738,007
-86,975
407
$160M 0.04%
1,405,686
+601,086
408
$160M 0.04%
15,304,387
-491,750
409
$159M 0.04%
1,072,651
+190,238
410
$159M 0.04%
760,292
+177,406
411
$159M 0.04%
760,061
+419,165
412
$158M 0.04%
1,189,874
-26,645
413
$158M 0.04%
1,269,532
-116,305
414
$157M 0.04%
1,447,128
+860,469
415
$157M 0.04%
3,536,005
+1,516,215
416
$156M 0.04%
3,859,981
+260,408
417
$155M 0.04%
25,235,216
+2,520,107
418
$154M 0.04%
662,150
+163,935
419
$153M 0.04%
10,193,597
+864,496
420
$153M 0.04%
2,904,019
-80,026
421
$153M 0.04%
2,347,748
+7,819
422
$153M 0.04%
990,158
+234,007
423
$152M 0.04%
1,362,414
-344,953
424
$152M 0.04%
12,867,710
-721,305
425
$152M 0.04%
1,426,696
+73,195
15 16
17
18 19