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
5301
$96K ﹤0.01%
5,705
-800
5302
$95K ﹤0.01%
15,987
-1,467
5303
$95K ﹤0.01%
18,025
+1,000
5304
$94K ﹤0.01%
1,629
+813
5305
$94K ﹤0.01%
13,049
+2,903
5306
$94K ﹤0.01%
3,099
+1,156
5307
$94K ﹤0.01%
37,478
+35,769
5308
$93K ﹤0.01%
2,621
-12,972
5309
$93K ﹤0.01%
4,715
5310
$92K ﹤0.01%
11,603
-2,750
5311
$92K ﹤0.01%
25,404
-282,471
5312
$92K ﹤0.01%
21,326
+394
5313
$92K ﹤0.01%
12,950
-10,000
5314
$91K ﹤0.01%
7,773
+4,382
5315
$91K ﹤0.01%
3,754
+595
5316
$90K ﹤0.01%
14,720
-35
5317
$90K ﹤0.01%
2,802
-4,830
5318
$90K ﹤0.01%
12,705
-41,394
5319
$90K ﹤0.01%
10,493
+8,081
5320
$89K ﹤0.01%
5,576
-1,003
5321
$89K ﹤0.01%
18,802
+2,699
5322
$89K ﹤0.01%
2,868
5323
$89K ﹤0.01%
13,367
+8,978
5324
$88K ﹤0.01%
2,101
+482
5325
$88K ﹤0.01%
2,000
-3,000
211 212
213
214 215