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
4701
$358K ﹤0.01%
2,233
+882
4702
$356K ﹤0.01%
45,365
+857
4703
$356K ﹤0.01%
1,160,098
+114,400
4704
$355K ﹤0.01%
22,743
+15,861
4705
$355K ﹤0.01%
13,512
-5,120
4706
$354K ﹤0.01%
10,975
+473
4707
$354K ﹤0.01%
587
+29
4708
$354K ﹤0.01%
79,183
-807,457
4709
$354K ﹤0.01%
75,321
-244,055
4710
$354K ﹤0.01%
6,955
-5,096
4711
$354K ﹤0.01%
14,465
-237
4712
$353K ﹤0.01%
25,797
+13,592
4713
$352K ﹤0.01%
5,563
-500
4714
$352K ﹤0.01%
+12,000
4715
$352K ﹤0.01%
25,050
+350
4716
$351K ﹤0.01%
22,737
+2,731
4717
$350K ﹤0.01%
37,014
+4,877
4718
$349K ﹤0.01%
11,638
+3,147
4719
$349K ﹤0.01%
16,843
+1,779
4720
$348K ﹤0.01%
5,449
+249
4721
$347K ﹤0.01%
19,576
-3,992
4722
$346K ﹤0.01%
4,224
+2,709
4723
$345K ﹤0.01%
6,953
-411
4724
$344K ﹤0.01%
16,763
-538,723
4725
$344K ﹤0.01%
8,738
-1,756
187 188
189
190 191