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
4401
$674K ﹤0.01%
19,868
-34
4402
$673K ﹤0.01%
2,719
+884
4403
$673K ﹤0.01%
55,119
+44,718
4404
$673K ﹤0.01%
57,348
+36,432
4405
$672K ﹤0.01%
1,013
-3,632
4406
$672K ﹤0.01%
20,436
+1,751
4407
$670K ﹤0.01%
76,434
-9,763
4408
$669K ﹤0.01%
78,855
+62,745
4409
$669K ﹤0.01%
28,655
+24,649
4410
$667K ﹤0.01%
1,014
+429
4411
$663K ﹤0.01%
78,240
-455,063
4412
$662K ﹤0.01%
84,214
-10,002
4413
$661K ﹤0.01%
46,597
+2,296
4414
$659K ﹤0.01%
14,052
-1,540
4415
$659K ﹤0.01%
77,600
+10
4416
$658K ﹤0.01%
108,725
+43,124
4417
$652K ﹤0.01%
23,741
-275
4418
$650K ﹤0.01%
72,754
+25,588
4419
$648K ﹤0.01%
7,768
-10,172
4420
$648K ﹤0.01%
48,289
-16,865
4421
$647K ﹤0.01%
57,941
+9,705
4422
$647K ﹤0.01%
13,131
+9,372
4423
$646K ﹤0.01%
43,528
-4,624
4424
$645K ﹤0.01%
4,138
+574
4425
$645K ﹤0.01%
7,919
-2,200
175 176
177
178 179