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
5051
$175K ﹤0.01%
4,982
+2,748
5052
$175K ﹤0.01%
147,335
+7,756
5053
$175K ﹤0.01%
3,788
+3,290
5054
$174K ﹤0.01%
2,114
+947
5055
$174K ﹤0.01%
17,578
-51,804
5056
$173K ﹤0.01%
522
5057
$173K ﹤0.01%
68,485
-83,369
5058
$173K ﹤0.01%
14,903
+5,396
5059
$173K ﹤0.01%
6,762
+2,055
5060
$173K ﹤0.01%
19,648
-7,814
5061
$173K ﹤0.01%
6,975
5062
$172K ﹤0.01%
11,701
+1,133
5063
$172K ﹤0.01%
58,407
+13,408
5064
$172K ﹤0.01%
5,133
-32
5065
$172K ﹤0.01%
6,138
+3,558
5066
$172K ﹤0.01%
1,071
-138
5067
$171K ﹤0.01%
522
+83
5068
$171K ﹤0.01%
4,503
-35,824
5069
$171K ﹤0.01%
10,256
+3,116
5070
$170K ﹤0.01%
8,624
+7,852
5071
$169K ﹤0.01%
29,206
+18,412
5072
$169K ﹤0.01%
7,530
+2,732
5073
$168K ﹤0.01%
10,848
+1,334
5074
$167K ﹤0.01%
4,747
-202
5075
$167K ﹤0.01%
5,639
201 202
203
204 205