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
4651
$406K ﹤0.01%
41,729
+39,607
4652
$406K ﹤0.01%
1,233
+1,115
4653
$403K ﹤0.01%
14,307
-9,524
4654
$402K ﹤0.01%
10,110
-3,522
4655
$402K ﹤0.01%
5,430
-33,316
4656
$401K ﹤0.01%
28,043
-8,952
4657
$400K ﹤0.01%
19,405
-1,650
4658
$400K ﹤0.01%
19,005
-2,060
4659
$398K ﹤0.01%
80,549
+9,451
4660
$398K ﹤0.01%
38,191
+38,128
4661
$398K ﹤0.01%
19,358
+11,412
4662
$398K ﹤0.01%
7,544
+303
4663
$395K ﹤0.01%
96,073
+67,220
4664
$395K ﹤0.01%
12,407
+1,122
4665
$394K ﹤0.01%
128,755
+2,567
4666
$393K ﹤0.01%
9,043
+8,176
4667
$393K ﹤0.01%
16,621
+9,748
4668
$392K ﹤0.01%
15,058
-102
4669
$388K ﹤0.01%
7,186
+4,483
4670
$387K ﹤0.01%
17,255
-155
4671
$387K ﹤0.01%
82,341
-9,055
4672
$385K ﹤0.01%
1,391
+174
4673
$384K ﹤0.01%
3,635
+1,265
4674
$384K ﹤0.01%
33,272
-371
4675
$384K ﹤0.01%
67,462
+27,170
185 186
187
188 189