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
5001
$193K ﹤0.01%
21,771
5002
$193K ﹤0.01%
5,715
+1,113
5003
$192K ﹤0.01%
19,123
+4,088
5004
$192K ﹤0.01%
59,243
+7,169
5005
$191K ﹤0.01%
504
+19
5006
$191K ﹤0.01%
12,583
+5,400
5007
$191K ﹤0.01%
7,457
+2,877
5008
$191K ﹤0.01%
12,456
-6,152
5009
$191K ﹤0.01%
5,858
-5,703
5010
$191K ﹤0.01%
15,449
+8,091
5011
$190K ﹤0.01%
12,928
+331
5012
$190K ﹤0.01%
2,689
+151
5013
$189K ﹤0.01%
8,550
-1,600
5014
$188K ﹤0.01%
3,919
-2,448
5015
$187K ﹤0.01%
25,261
-305,833
5016
$187K ﹤0.01%
22,151
+19,354
5017
$187K ﹤0.01%
22,156
-17,818
5018
$187K ﹤0.01%
4,157
-1,237
5019
$186K ﹤0.01%
59,164
-6,224
5020
$186K ﹤0.01%
3,702
5021
$185K ﹤0.01%
8,588
-21,112
5022
$185K ﹤0.01%
7,649
+5,060
5023
$185K ﹤0.01%
24,762
+5,347
5024
$185K ﹤0.01%
7,970
+2,329
5025
$185K ﹤0.01%
8,367
+3,823
199 200
201
202 203