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
5126
$151K ﹤0.01%
+14,800
5127
$151K ﹤0.01%
6,344
-97
5128
$150K ﹤0.01%
2,450
5129
$149K ﹤0.01%
5,312
+2,833
5130
$149K ﹤0.01%
9,770
+8,775
5131
$149K ﹤0.01%
2,949
5132
$149K ﹤0.01%
13,541
+5,367
5133
$148K ﹤0.01%
14,401
-67,767
5134
$148K ﹤0.01%
5,937
-40,412
5135
$148K ﹤0.01%
19,765
+5,686
5136
$148K ﹤0.01%
49,900
-10,000
5137
$148K ﹤0.01%
5,305
-320,693
5138
$147K ﹤0.01%
21,749
-8,317
5139
$147K ﹤0.01%
4,361
+3,107
5140
$147K ﹤0.01%
21,952
-861
5141
$147K ﹤0.01%
241,900
+61,900
5142
$147K ﹤0.01%
2,967
-7,849
5143
$147K ﹤0.01%
7,515
-2,962
5144
$146K ﹤0.01%
4,093
+548
5145
$146K ﹤0.01%
4,129
-6,434
5146
$146K ﹤0.01%
8,992
+4,241
5147
$146K ﹤0.01%
7,586
+5,851
5148
$146K ﹤0.01%
8,877
+6,747
5149
$146K ﹤0.01%
85,064
-118,633
5150
$146K ﹤0.01%
32,372
+23,897
204 205
206
207 208