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
4676
$383K ﹤0.01%
88,744
+5,766
4677
$382K ﹤0.01%
40,861
-6,050
4678
$381K ﹤0.01%
26,460
+25,234
4679
$380K ﹤0.01%
12,012
+1,691
4680
$380K ﹤0.01%
42,154
+20,270
4681
$378K ﹤0.01%
4,304
+2,622
4682
$378K ﹤0.01%
20,872
+6,242
4683
$378K ﹤0.01%
10,742
+2
4684
$375K ﹤0.01%
19,502
-280,652
4685
$372K ﹤0.01%
16,390
+15,988
4686
$372K ﹤0.01%
28,094
-34,875
4687
$371K ﹤0.01%
25,122
-834
4688
$371K ﹤0.01%
173,626
+40,686
4689
$370K ﹤0.01%
15,570
-3,352
4690
$370K ﹤0.01%
6,306
-2,299
4691
$369K ﹤0.01%
18,094
-71,573
4692
$367K ﹤0.01%
15,956
+7,892
4693
$367K ﹤0.01%
+57,458
4694
$366K ﹤0.01%
18,415
-421
4695
$364K ﹤0.01%
1,985
+1,672
4696
$363K ﹤0.01%
6,088
+2,004
4697
$362K ﹤0.01%
27,839
+21,771
4698
$361K ﹤0.01%
13,050
+13,000
4699
$359K ﹤0.01%
38,860
+5,664
4700
$359K ﹤0.01%
205,389
+69,659
186 187
188
189 190