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
5201
$127K ﹤0.01%
1,215
-437
5202
$126K ﹤0.01%
2,573
+839
5203
$126K ﹤0.01%
68,825
-41,869
5204
$126K ﹤0.01%
72,914
+32,392
5205
$125K ﹤0.01%
5,040
+1,904
5206
$125K ﹤0.01%
30,012
+27,412
5207
$124K ﹤0.01%
5,574
+2,085
5208
$123K ﹤0.01%
34,178
+26,871
5209
$123K ﹤0.01%
46,679
-85,127
5210
$123K ﹤0.01%
2,313
+1,638
5211
$122K ﹤0.01%
115,999
+18,792
5212
$122K ﹤0.01%
4,624
+3,104
5213
$121K ﹤0.01%
499
+385
5214
$121K ﹤0.01%
3,723
+3,071
5215
$121K ﹤0.01%
1,966
+1,328
5216
$121K ﹤0.01%
9,492
-28,014
5217
$121K ﹤0.01%
+29,800
5218
$120K ﹤0.01%
5,352
-220
5219
$120K ﹤0.01%
48,347
+28,695
5220
$120K ﹤0.01%
1,825
+701
5221
$120K ﹤0.01%
4,306
+1,101
5222
$119K ﹤0.01%
12,764
+53
5223
$119K ﹤0.01%
22,312
+17,635
5224
$119K ﹤0.01%
21,661
+4,265
5225
$118K ﹤0.01%
5,955
-500
207 208
209
210 211