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
4826
$278K ﹤0.01%
11,807
+2,921
4827
$278K ﹤0.01%
12,544
+7,220
4828
$277K ﹤0.01%
26,327
-41,342
4829
$277K ﹤0.01%
30,057
+17,759
4830
$276K ﹤0.01%
19,267
-6,064
4831
$275K ﹤0.01%
71,042
+59,374
4832
$275K ﹤0.01%
3,003
-9,958
4833
$275K ﹤0.01%
6,709
+110
4834
$275K ﹤0.01%
19,188
-1,950
4835
$274K ﹤0.01%
12,739
+10,888
4836
$274K ﹤0.01%
44,725
+2,200
4837
$274K ﹤0.01%
8,365
-647
4838
$273K ﹤0.01%
23,982
+1,162
4839
$273K ﹤0.01%
13,682
-22,512
4840
$272K ﹤0.01%
2,131
+282
4841
$272K ﹤0.01%
16,742
-650
4842
$272K ﹤0.01%
31,822
+10,939
4843
$272K ﹤0.01%
33,885
-1,039
4844
$271K ﹤0.01%
27,320
-33,761
4845
$270K ﹤0.01%
6,047
-3,673
4846
$269K ﹤0.01%
37,086
-3,217
4847
$268K ﹤0.01%
1,935
+1,183
4848
$268K ﹤0.01%
13,495
-1,124
4849
$268K ﹤0.01%
13,073
-2,229
4850
$267K ﹤0.01%
15,062
-48,068
192 193
194
195 196