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
5101
$158K ﹤0.01%
6,719
+6,519
5102
$158K ﹤0.01%
18,166
+13,226
5103
$157K ﹤0.01%
44,043
+27,831
5104
$157K ﹤0.01%
9,104
+2,105
5105
$157K ﹤0.01%
4,065
+3,707
5106
$157K ﹤0.01%
+7,995
5107
$156K ﹤0.01%
10,759
+1,831
5108
$155K ﹤0.01%
15,377
+12,471
5109
$154K ﹤0.01%
24,015
+14,685
5110
$154K ﹤0.01%
10,929
-358
5111
$154K ﹤0.01%
17,768
-969
5112
$154K ﹤0.01%
8,219
-4,989
5113
$154K ﹤0.01%
13,800
-13,175
5114
$154K ﹤0.01%
176
+47
5115
$154K ﹤0.01%
35,751
+10,998
5116
$153K ﹤0.01%
10,034
+2,297
5117
$153K ﹤0.01%
7,562
+5,581
5118
$153K ﹤0.01%
29,781
+17,605
5119
$153K ﹤0.01%
14,927
+5,076
5120
$152K ﹤0.01%
2,892
+2,015
5121
$152K ﹤0.01%
7,672
+1,214
5122
$152K ﹤0.01%
45,733
+31,083
5123
$151K ﹤0.01%
13,969
+12,397
5124
$151K ﹤0.01%
20,520
+13,680
5125
$151K ﹤0.01%
900
203 204
205
206 207