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
5251
$110K ﹤0.01%
43,455
+8,183
5252
$110K ﹤0.01%
925
+910
5253
$110K ﹤0.01%
+1,439
5254
$109K ﹤0.01%
14,548
-35,172
5255
$109K ﹤0.01%
23,662
-1,485,728
5256
$109K ﹤0.01%
+5,882
5257
$109K ﹤0.01%
11,304
-7,959
5258
$109K ﹤0.01%
1,735
-98
5259
$109K ﹤0.01%
5,275
+2,939
5260
$109K ﹤0.01%
4,182
-1,650
5261
$109K ﹤0.01%
13,981
+1,869
5262
$108K ﹤0.01%
6,150
-555
5263
$108K ﹤0.01%
2,041
+30
5264
$108K ﹤0.01%
10,010
+7,059
5265
$108K ﹤0.01%
4,796
-1,072
5266
$108K ﹤0.01%
6,938
-4,184
5267
$107K ﹤0.01%
346
-160
5268
$107K ﹤0.01%
17,792
+131
5269
$107K ﹤0.01%
22,608
-2,152
5270
$107K ﹤0.01%
3,601
+4
5271
$107K ﹤0.01%
15,711
+12,777
5272
$107K ﹤0.01%
+2,102
5273
$106K ﹤0.01%
13,713
+9,237
5274
$106K ﹤0.01%
3,373
+946
5275
$105K ﹤0.01%
+7,000
209 210
211
212 213