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
5326
$88K ﹤0.01%
1,556
+1,379
5327
$87K ﹤0.01%
33,450
+7,500
5328
$87K ﹤0.01%
2,608
+1,472
5329
$87K ﹤0.01%
4,353
+1,986
5330
$87K ﹤0.01%
9,295
-5,082
5331
$87K ﹤0.01%
43,457
+33,825
5332
$86K ﹤0.01%
6,705
+3,401
5333
$86K ﹤0.01%
2,197
+1,933
5334
$86K ﹤0.01%
6,211
-1,311
5335
$86K ﹤0.01%
633
+552
5336
$86K ﹤0.01%
4,408
-29,628
5337
$85K ﹤0.01%
2,876
+1,467
5338
$85K ﹤0.01%
2,051
+1,556
5339
$85K ﹤0.01%
2,690
-148
5340
$85K ﹤0.01%
4,368
+204
5341
$85K ﹤0.01%
4,026
-4,875
5342
$85K ﹤0.01%
6,381
-5,652
5343
$84K ﹤0.01%
5,493
+685
5344
$84K ﹤0.01%
1,355
+4
5345
$84K ﹤0.01%
15,068
+1,841
5346
$84K ﹤0.01%
4,535
5347
$84K ﹤0.01%
3,668
+252
5348
$84K ﹤0.01%
21,254
+10,530
5349
$84K ﹤0.01%
9,988
+1,778
5350
$84K ﹤0.01%
18,716
+13,639
212 213
214
215 216