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
4851
$267K ﹤0.01%
17,699
-182
4852
$266K ﹤0.01%
38
-46
4853
$265K ﹤0.01%
41,618
+36,111
4854
$264K ﹤0.01%
17,538
+16,249
4855
$263K ﹤0.01%
9,769
4856
$263K ﹤0.01%
+8,307
4857
$259K ﹤0.01%
10,196
4858
$259K ﹤0.01%
28,096
+298
4859
$259K ﹤0.01%
10,964
+681
4860
$259K ﹤0.01%
48,424
+31,122
4861
$258K ﹤0.01%
79
-96
4862
$258K ﹤0.01%
7,015
-25,253
4863
$258K ﹤0.01%
87,443
+51,473
4864
$258K ﹤0.01%
17,957
+785
4865
$258K ﹤0.01%
15,258
-6,058
4866
$258K ﹤0.01%
17,885
-2,440
4867
$256K ﹤0.01%
15,595
+1,061
4868
$254K ﹤0.01%
57,052
+21,770
4869
$254K ﹤0.01%
15,604
+9,139
4870
$254K ﹤0.01%
9,694
+2,314
4871
$254K ﹤0.01%
7,879
+2,700
4872
$254K ﹤0.01%
16,240
-156
4873
$253K ﹤0.01%
7,709
-24,984
4874
$253K ﹤0.01%
10,601
+7,947
4875
$253K ﹤0.01%
49,256
+43,738
193 194
195
196 197