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
4276
$845K ﹤0.01%
754,158
+8,722
4277
$843K ﹤0.01%
14,353
-80,451
4278
$842K ﹤0.01%
165,700
+16,135
4279
$841K ﹤0.01%
13,821
-105
4280
$841K ﹤0.01%
60,133
+15,334
4281
$840K ﹤0.01%
+43,357
4282
$839K ﹤0.01%
39,019
-31,467
4283
$838K ﹤0.01%
211,034
-511,385
4284
$836K ﹤0.01%
52,388
-3,779
4285
$834K ﹤0.01%
75,213
-16,070
4286
$828K ﹤0.01%
166,121
+1,521
4287
$827K ﹤0.01%
199,299
+10,600
4288
$826K ﹤0.01%
70,187
-65,199
4289
$825K ﹤0.01%
146,850
+52,500
4290
$824K ﹤0.01%
206,490
+114,995
4291
$823K ﹤0.01%
16,200
-36,018
4292
$822K ﹤0.01%
69,974
+38,418
4293
$821K ﹤0.01%
78,910
-47,243
4294
$818K ﹤0.01%
29,567
+12,288
4295
$814K ﹤0.01%
10,444
4296
$813K ﹤0.01%
23,419
+4,906
4297
$812K ﹤0.01%
79,030
+35,840
4298
$809K ﹤0.01%
210,366
+208,575
4299
$809K ﹤0.01%
5,068
+120
4300
$808K ﹤0.01%
38,267
-352,414
170 171
172
173 174