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
4426
$644K ﹤0.01%
14,241
+4,729
4427
$644K ﹤0.01%
27,968
+12,430
4428
$643K ﹤0.01%
137,923
-50,788
4429
$642K ﹤0.01%
160,517
+93,203
4430
$642K ﹤0.01%
553,570
+19,271
4431
$642K ﹤0.01%
22,874
-1,210
4432
$641K ﹤0.01%
32,082
+3,532
4433
$641K ﹤0.01%
36,132
+1,480
4434
$640K ﹤0.01%
21,790
-1,321
4435
$639K ﹤0.01%
42,537
-2,379
4436
$638K ﹤0.01%
14,753
-6,258
4437
$637K ﹤0.01%
26,768
+10,054
4438
$636K ﹤0.01%
34,674
+28,097
4439
$635K ﹤0.01%
21,403
+14,102
4440
$635K ﹤0.01%
43,198
+10,650
4441
$632K ﹤0.01%
134,690
+5,576
4442
$632K ﹤0.01%
48,447
+2,268
4443
$631K ﹤0.01%
31,636
-66
4444
$631K ﹤0.01%
15,014
+898
4445
$631K ﹤0.01%
151,454
+67,260
4446
$631K ﹤0.01%
12,612
+2,234
4447
$630K ﹤0.01%
28,399
+1,647
4448
$629K ﹤0.01%
26,645
-1,448
4449
$627K ﹤0.01%
45,784
+2,026
4450
$626K ﹤0.01%
12,530
-3,537
176 177
178
179 180