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
4476
$595K ﹤0.01%
10,227
-75
4477
$592K ﹤0.01%
19,295
-38,017
4478
$591K ﹤0.01%
6,746
-1,053
4479
$588K ﹤0.01%
27,949
+14,831
4480
$586K ﹤0.01%
28,873
+23,719
4481
$585K ﹤0.01%
27,899
+26,997
4482
$585K ﹤0.01%
137,745
+1,057
4483
$583K ﹤0.01%
21,079
+20,670
4484
$580K ﹤0.01%
23,549
-2,178
4485
$578K ﹤0.01%
39,190
-20,466
4486
$573K ﹤0.01%
41,491
+5,332
4487
$573K ﹤0.01%
188,386
+11,922
4488
$573K ﹤0.01%
415,760
+159,697
4489
$572K ﹤0.01%
39,852
-9,997
4490
$571K ﹤0.01%
28,302
+26,504
4491
$571K ﹤0.01%
14,063
-1,778
4492
$571K ﹤0.01%
41,136
-51
4493
$570K ﹤0.01%
38,611
-512
4494
$568K ﹤0.01%
29,289
+342
4495
$567K ﹤0.01%
502,033
+222,706
4496
$567K ﹤0.01%
38,358
+140
4497
$563K ﹤0.01%
87,796
+6,302
4498
$560K ﹤0.01%
180,573
4499
$559K ﹤0.01%
26,113
-1,565
4500
$558K ﹤0.01%
11,075
+10,000
178 179
180
181 182