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
4451
$626K ﹤0.01%
20,862
+17,062
4452
$624K ﹤0.01%
46,036
-79,722
4453
$624K ﹤0.01%
161,180
-97,137
4454
$623K ﹤0.01%
3,511
-1,520
4455
$619K ﹤0.01%
22,034
+16,586
4456
$619K ﹤0.01%
44,008
+27,425
4457
$618K ﹤0.01%
39,170
+8,665
4458
$617K ﹤0.01%
23,031
+10,819
4459
$615K ﹤0.01%
20,700
+7,916
4460
$614K ﹤0.01%
28,802
+8,570
4461
$613K ﹤0.01%
43,927
+23,675
4462
$612K ﹤0.01%
42,832
+1,067
4463
$612K ﹤0.01%
54,024
+34,045
4464
$612K ﹤0.01%
56,751
-1,713
4465
$610K ﹤0.01%
31,334
-3,246
4466
$610K ﹤0.01%
38,736
+18,135
4467
$609K ﹤0.01%
403,461
+245,523
4468
$609K ﹤0.01%
44,435
+4,000
4469
$606K ﹤0.01%
54,882
+50,725
4470
$604K ﹤0.01%
24,364
+18,598
4471
$603K ﹤0.01%
75,405
-21,600
4472
$600K ﹤0.01%
7,556
-4,096
4473
$599K ﹤0.01%
59,063
-6,216
4474
$599K ﹤0.01%
232,216
+7,200
4475
$595K ﹤0.01%
34,532
-26,200
177 178
179
180 181