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
4526
$528K ﹤0.01%
10,552
+1,601
4527
$528K ﹤0.01%
5,516
-2,395
4528
$526K ﹤0.01%
16,546
-800
4529
$526K ﹤0.01%
268,849
+263,184
4530
$523K ﹤0.01%
42,945
+206
4531
$523K ﹤0.01%
43,876
+7,625
4532
$522K ﹤0.01%
50,076
-910,767
4533
$522K ﹤0.01%
30,064
+8,273
4534
$519K ﹤0.01%
10,537
-571
4535
$519K ﹤0.01%
8,651
+3,343
4536
$518K ﹤0.01%
20,306
-16,848
4537
$517K ﹤0.01%
76,045
-2,826
4538
$515K ﹤0.01%
26,149
+19,244
4539
$515K ﹤0.01%
18,089
+17,098
4540
$514K ﹤0.01%
51,532
+49,172
4541
$514K ﹤0.01%
70,410
+1,256
4542
$509K ﹤0.01%
65,821
+63,240
4543
$508K ﹤0.01%
18,201
+2,047
4544
$506K ﹤0.01%
7,714
-62
4545
$504K ﹤0.01%
116,374
-8,797
4546
$503K ﹤0.01%
31,601
+13,375
4547
$501K ﹤0.01%
80,101
-125,414
4548
$500K ﹤0.01%
96,385
+1,933
4549
$500K ﹤0.01%
23,651
+300
4550
$498K ﹤0.01%
60,672
+14,796
180 181
182
183 184