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
4351
$730K ﹤0.01%
33,609
+11,776
4352
$729K ﹤0.01%
48,994
-72,775
4353
$729K ﹤0.01%
16,558
+14,765
4354
$722K ﹤0.01%
25,953
+21,975
4355
$722K ﹤0.01%
559,200
+549,792
4356
$721K ﹤0.01%
56,370
+4,961
4357
$718K ﹤0.01%
61,175
+18,843
4358
$717K ﹤0.01%
116,476
+98,084
4359
$715K ﹤0.01%
27,494
-81,214
4360
$714K ﹤0.01%
55,799
+507
4361
$714K ﹤0.01%
149,385
+141,914
4362
$711K ﹤0.01%
55,705
+5,103
4363
$710K ﹤0.01%
20,467
+10,239
4364
$709K ﹤0.01%
34,862
+19,027
4365
$708K ﹤0.01%
28,445
+4,211
4366
$707K ﹤0.01%
48,735
-44,072
4367
$707K ﹤0.01%
59,188
-23,956
4368
$707K ﹤0.01%
1,413
+351
4369
$703K ﹤0.01%
56,619
-544
4370
$702K ﹤0.01%
40,908
+28,130
4371
$699K ﹤0.01%
111,961
-100,891
4372
$699K ﹤0.01%
898
+167
4373
$698K ﹤0.01%
32,192
+2,133
4374
$698K ﹤0.01%
205,273
-279,256
4375
$696K ﹤0.01%
5,829
+831
173 174
175
176 177