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
4576
$467K ﹤0.01%
6,406
+1,166
4577
$466K ﹤0.01%
24,179
+16,733
4578
$466K ﹤0.01%
57,868
+10,899
4579
$466K ﹤0.01%
88,722
-54,285
4580
$461K ﹤0.01%
33,584
+427
4581
$459K ﹤0.01%
102,602
-30,383
4582
$459K ﹤0.01%
17,523
+267
4583
$458K ﹤0.01%
6,927
+1,210
4584
$458K ﹤0.01%
19,778
+7,393
4585
$458K ﹤0.01%
23,059
+4,526
4586
$458K ﹤0.01%
14,040
-56,070
4587
$458K ﹤0.01%
32,063
+24,338
4588
$458K ﹤0.01%
324,614
+236,921
4589
$456K ﹤0.01%
127,046
-41,067
4590
$455K ﹤0.01%
956
-1,045
4591
$455K ﹤0.01%
34,830
-8,412
4592
$455K ﹤0.01%
7,471
-3,791
4593
$453K ﹤0.01%
77,747
-1,750
4594
$453K ﹤0.01%
47,804
-3,328
4595
$453K ﹤0.01%
24,211
-994
4596
$452K ﹤0.01%
1,856,957
+59,887
4597
$451K ﹤0.01%
+24,158
4598
$451K ﹤0.01%
3,693
+483
4599
$447K ﹤0.01%
18,158
-49,240
4600
$446K ﹤0.01%
11,860
+5,978
182 183
184
185 186