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
4301
$808K ﹤0.01%
61,548
-77,524
4302
$808K ﹤0.01%
18,136
-404
4303
$807K ﹤0.01%
44,013
-38,473
4304
$802K ﹤0.01%
22,564
+19,110
4305
$798K ﹤0.01%
38,465
+1,804
4306
$795K ﹤0.01%
24,359
+10,099
4307
$795K ﹤0.01%
182,038
+20,090
4308
$785K ﹤0.01%
170,899
+11,904
4309
$783K ﹤0.01%
106,566
-8,206
4310
$781K ﹤0.01%
68,174
-5,224
4311
$780K ﹤0.01%
6,516
+698
4312
$777K ﹤0.01%
51,261
+3,911
4313
$775K ﹤0.01%
322,392
+3,076
4314
$774K ﹤0.01%
59,767
+58,063
4315
$774K ﹤0.01%
53,405
+10,138
4316
$774K ﹤0.01%
72,339
+64,104
4317
$773K ﹤0.01%
98,739
-150,740
4318
$773K ﹤0.01%
824
+123
4319
$773K ﹤0.01%
34,850
-50,305
4320
$772K ﹤0.01%
446,128
+196,896
4321
$771K ﹤0.01%
24,702
-6,363
4322
$771K ﹤0.01%
375,987
4323
$770K ﹤0.01%
27,512
-3,988
4324
$768K ﹤0.01%
77,292
-12,378
4325
$767K ﹤0.01%
49,209
+43,280
171 172
173
174 175