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
4751
$322K ﹤0.01%
12,376
+2,514
4752
$320K ﹤0.01%
41,049
+2,341
4753
$320K ﹤0.01%
289
-233
4754
$320K ﹤0.01%
24,733
+1,134
4755
$320K ﹤0.01%
48,931
-61,338
4756
$319K ﹤0.01%
11,593
+2,453
4757
$319K ﹤0.01%
12,259
-50
4758
$319K ﹤0.01%
21,701
-21
4759
$318K ﹤0.01%
8,400
-69,680
4760
$317K ﹤0.01%
19,792
+19,033
4761
$317K ﹤0.01%
29,178
+4,629
4762
$317K ﹤0.01%
32,619
+23,178
4763
$316K ﹤0.01%
21,756
+556
4764
$316K ﹤0.01%
10,269
-70,234
4765
$315K ﹤0.01%
21,454
-649,280
4766
$315K ﹤0.01%
29,242
+213
4767
$315K ﹤0.01%
9,086
-15,831
4768
$314K ﹤0.01%
37,253
+28,652
4769
$314K ﹤0.01%
5,476
-89
4770
$314K ﹤0.01%
8,398
+6,615
4771
$314K ﹤0.01%
8,336
+8,221
4772
$313K ﹤0.01%
10,486
-26,104
4773
$313K ﹤0.01%
28,529
+6,670
4774
$312K ﹤0.01%
23,236
+1,298
4775
$311K ﹤0.01%
18,277
-3,042
189 190
191
192 193