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
5176
$135K ﹤0.01%
9,186
+7,293
5177
$135K ﹤0.01%
1,085
+368
5178
$134K ﹤0.01%
14,170
+8,834
5179
$134K ﹤0.01%
3,283
+2,549
5180
$134K ﹤0.01%
7,626
+7,308
5181
$134K ﹤0.01%
17,226
+5,586
5182
$133K ﹤0.01%
5,366
+1,726
5183
$133K ﹤0.01%
44,000
5184
$131K ﹤0.01%
24,426
+1,777
5185
$131K ﹤0.01%
313,197
-33,506
5186
$131K ﹤0.01%
204,420
+21,200
5187
$130K ﹤0.01%
10,620
+9,458
5188
$130K ﹤0.01%
4,024
+1,201
5189
$130K ﹤0.01%
84,635
-419,971
5190
$130K ﹤0.01%
+10,418
5191
$130K ﹤0.01%
43,041
+9,587
5192
$130K ﹤0.01%
6,040
+2,490
5193
$130K ﹤0.01%
27,224
+4,280
5194
$129K ﹤0.01%
1,588
5195
$129K ﹤0.01%
6,057
+4,957
5196
$129K ﹤0.01%
7,790
-229
5197
$127K ﹤0.01%
3,012
-4,674
5198
$127K ﹤0.01%
244,660
+51,060
5199
$127K ﹤0.01%
4,945
+4,273
5200
$127K ﹤0.01%
4,155
-150
206 207
208
209 210