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
5376
$77K ﹤0.01%
4,688
+1,960
5377
$77K ﹤0.01%
2,655
-1,155
5378
$77K ﹤0.01%
5,076
-5,134
5379
$77K ﹤0.01%
624
+321
5380
$76K ﹤0.01%
78,022
+31,143
5381
$76K ﹤0.01%
11,755
-119
5382
$76K ﹤0.01%
3,141
+1,075
5383
$75K ﹤0.01%
2,543
+214
5384
$75K ﹤0.01%
1,485
+735
5385
$75K ﹤0.01%
4,622
+2,409
5386
$75K ﹤0.01%
712
+536
5387
$75K ﹤0.01%
1,001
5388
$74K ﹤0.01%
27,504
-3,894
5389
$74K ﹤0.01%
5,104
+14
5390
$74K ﹤0.01%
1,850
+1,045
5391
$74K ﹤0.01%
7,185
5392
$74K ﹤0.01%
18,713
+1,222
5393
$74K ﹤0.01%
7,800
+1,300
5394
$73K ﹤0.01%
8,789
-8,316
5395
$73K ﹤0.01%
+3,121
5396
$73K ﹤0.01%
74,321
+60,747
5397
$73K ﹤0.01%
7,580
-27,376
5398
$73K ﹤0.01%
3,900
+876
5399
$73K ﹤0.01%
1,100
+372
5400
$73K ﹤0.01%
10,137
-3,138
214 215
216
217 218