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
4376
$696K ﹤0.01%
45,295
-13,707
4377
$695K ﹤0.01%
43,280
+27,097
4378
$695K ﹤0.01%
174,718
+163,459
4379
$694K ﹤0.01%
8,508
+1,356
4380
$694K ﹤0.01%
31,854
-12,041
4381
$694K ﹤0.01%
226,137
-40,149
4382
$694K ﹤0.01%
126,391
-43,682
4383
$694K ﹤0.01%
10,832
-36,730
4384
$690K ﹤0.01%
31,745
-65
4385
$689K ﹤0.01%
93,016
-35,051
4386
$688K ﹤0.01%
98,419
+14,799
4387
$688K ﹤0.01%
6,391
+377
4388
$687K ﹤0.01%
49,821
-70,900
4389
$687K ﹤0.01%
215,377
-50,504
4390
$683K ﹤0.01%
36,851
+25,744
4391
$683K ﹤0.01%
41,630
-50,997
4392
$683K ﹤0.01%
91,378
+30,680
4393
$683K ﹤0.01%
31,082
-7,685
4394
$682K ﹤0.01%
34,724
+27,445
4395
$682K ﹤0.01%
30,559
+57
4396
$681K ﹤0.01%
17,963
-1,163
4397
$678K ﹤0.01%
22,494
+20,971
4398
$676K ﹤0.01%
30,853
+26,869
4399
$676K ﹤0.01%
463,400
+214,200
4400
$675K ﹤0.01%
49,478
-12,004
174 175
176
177 178