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
4551
$498K ﹤0.01%
124,781
-7,374
4552
$497K ﹤0.01%
10,738
+147
4553
$494K ﹤0.01%
45,371
+1,303
4554
$493K ﹤0.01%
11,729
+10,510
4555
$492K ﹤0.01%
27,480
+17,481
4556
$491K ﹤0.01%
10,105
+48
4557
$491K ﹤0.01%
30,500
4558
$487K ﹤0.01%
17,550
-71,959
4559
$485K ﹤0.01%
24,946
+3,615
4560
$484K ﹤0.01%
27,144
+3,156
4561
$483K ﹤0.01%
456,405
-530,732
4562
$482K ﹤0.01%
1,713
+831
4563
$481K ﹤0.01%
102,570
+84,313
4564
$480K ﹤0.01%
56,597
-91,097
4565
$480K ﹤0.01%
41,476
+20,491
4566
– –
0
4567
$478K ﹤0.01%
91,882
+55,078
4568
$477K ﹤0.01%
7,710
+6,137
4569
$477K ﹤0.01%
15,762
+485
4570
$473K ﹤0.01%
5,898
-1,247
4571
$472K ﹤0.01%
1,371
-678
4572
$471K ﹤0.01%
111,796
-23,381
4573
$469K ﹤0.01%
7,307
+24
4574
$468K ﹤0.01%
67,736
-2,082
4575
$467K ﹤0.01%
23,074
-1,352
181 182
183
184 185