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
4726
$344K ﹤0.01%
22,380
-417
4727
$344K ﹤0.01%
3,420
+2,083
4728
$344K ﹤0.01%
9,687
+4,411
4729
$343K ﹤0.01%
11,144
-2,344
4730
$341K ﹤0.01%
95,560
+93,555
4731
$341K ﹤0.01%
94,711
+31,386
4732
$340K ﹤0.01%
25,248
-17,044
4733
$339K ﹤0.01%
3,352
-2,884
4734
$337K ﹤0.01%
17,675
+35
4735
$337K ﹤0.01%
23,804
+254
4736
$334K ﹤0.01%
903
+339
4737
$334K ﹤0.01%
1,850
+223
4738
$333K ﹤0.01%
5,096
+4,884
4739
$333K ﹤0.01%
53,779
-1,232
4740
$331K ﹤0.01%
9,093
+3,716
4741
$331K ﹤0.01%
41,299
+40,566
4742
$329K ﹤0.01%
27,833
-13,985
4743
$327K ﹤0.01%
36,983
+6,389
4744
$326K ﹤0.01%
91,127
-382,667
4745
$326K ﹤0.01%
16,248
+3,768
4746
$326K ﹤0.01%
12,105
+2,370
4747
$326K ﹤0.01%
25,579
-1,747
4748
$325K ﹤0.01%
4,480
-2,452
4749
$325K ﹤0.01%
264,341
-182,330
4750
$324K ﹤0.01%
100,829
+33,698
188 189
190
191 192