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
4626
$422K ﹤0.01%
17,314
+2,969
4627
$421K ﹤0.01%
1,296
+532
4628
$420K ﹤0.01%
7,584
-685
4629
$420K ﹤0.01%
63,613
-15,320
4630
$420K ﹤0.01%
569
+98
4631
$420K ﹤0.01%
1,563
+881
4632
$418K ﹤0.01%
+79,092
4633
$418K ﹤0.01%
3,823
+2,406
4634
$417K ﹤0.01%
22,245
+14,286
4635
$416K ﹤0.01%
34,008
+29,181
4636
$415K ﹤0.01%
82,635
+44,580
4637
$415K ﹤0.01%
12,842
-57
4638
$415K ﹤0.01%
15,953
-13,290
4639
$413K ﹤0.01%
27,329
+27,235
4640
$413K ﹤0.01%
12,822
+11,401
4641
$412K ﹤0.01%
30,264
+8,949
4642
$412K ﹤0.01%
39,076
-19,036
4643
$411K ﹤0.01%
89,078
-9,707
4644
$411K ﹤0.01%
43,256
-153,466
4645
$410K ﹤0.01%
14,895
+6,990
4646
$409K ﹤0.01%
7,102
-5,007
4647
$408K ﹤0.01%
227,960
-16,241
4648
$407K ﹤0.01%
8,150
-6,627
4649
$407K ﹤0.01%
57,433
-276,862
4650
$406K ﹤0.01%
27,513
-1,222
184 185
186
187 188