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
4776
$311K ﹤0.01%
28,283
+9,208
4777
$310K ﹤0.01%
9,867
-8
4778
$310K ﹤0.01%
30,997
+17,915
4779
$308K ﹤0.01%
18,610
+15,602
4780
$307K ﹤0.01%
11,328
-77,766
4781
$307K ﹤0.01%
35,654
+12,832
4782
$306K ﹤0.01%
17,906
4783
$306K ﹤0.01%
11,810
-480
4784
$305K ﹤0.01%
58,625
-15,712
4785
$305K ﹤0.01%
10,961
+8,054
4786
$303K ﹤0.01%
11,085
-4,378
4787
$303K ﹤0.01%
21,103
-813
4788
$302K ﹤0.01%
112,608
+98,684
4789
$301K ﹤0.01%
24,738
-1,471
4790
$301K ﹤0.01%
21,722
+21,697
4791
$301K ﹤0.01%
91,996
+11,553
4792
$299K ﹤0.01%
12,210
+3,011
4793
$299K ﹤0.01%
22,368
-6,429
4794
$299K ﹤0.01%
9,711
+6,319
4795
$299K ﹤0.01%
40,809
-625
4796
$298K ﹤0.01%
11,933
+11,169
4797
$298K ﹤0.01%
26,019
+15,859
4798
$298K ﹤0.01%
3,610
+2,053
4799
$298K ﹤0.01%
22,526
-1,500
4800
$297K ﹤0.01%
21,251
+932
190 191
192
193 194