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
4326
$764K ﹤0.01%
53,317
+75
4327
$764K ﹤0.01%
14,938
+14,505
4328
$764K ﹤0.01%
81,201
-688
4329
$764K ﹤0.01%
2,515
+373
4330
$763K ﹤0.01%
287,865
+2,800
4331
$762K ﹤0.01%
26,374
+6,929
4332
$762K ﹤0.01%
65,038
+51,704
4333
$762K ﹤0.01%
878,453
-3,394,892
4334
$761K ﹤0.01%
33,649
+4,891
4335
$761K ﹤0.01%
20,776
-65,777
4336
$761K ﹤0.01%
87,549
-397,660
4337
$759K ﹤0.01%
40,466
+31,261
4338
$758K ﹤0.01%
109,102
+97,613
4339
$755K ﹤0.01%
52,479
+31,452
4340
$753K ﹤0.01%
7,312
+434
4341
$752K ﹤0.01%
26,693
+8,640
4342
$750K ﹤0.01%
54,182
+4,558
4343
$748K ﹤0.01%
83,759
-602,393
4344
$747K ﹤0.01%
23,503
+3,435
4345
$747K ﹤0.01%
67,921
-34,314
4346
$744K ﹤0.01%
22,989
-56,567
4347
$743K ﹤0.01%
114,443
-1,200
4348
$739K ﹤0.01%
148,067
-152,110
4349
$735K ﹤0.01%
28,057
-220
4350
$731K ﹤0.01%
48,726
+45,478
172 173
174
175 176