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
5401
$72K ﹤0.01%
33,420
-4,000
5402
$72K ﹤0.01%
22,850
+7,585
5403
$72K ﹤0.01%
5,807
+3,593
5404
$71K ﹤0.01%
14,009
+12,555
5405
$71K ﹤0.01%
1,214
-170
5406
$71K ﹤0.01%
13,539
-1,123
5407
$71K ﹤0.01%
7,894
+5,112
5408
$71K ﹤0.01%
1,255
-308
5409
$71K ﹤0.01%
3,181
+2,010
5410
$71K ﹤0.01%
113,750
-17,800
5411
$70K ﹤0.01%
4,522
-1,500
5412
$70K ﹤0.01%
3,935
-3,909
5413
$70K ﹤0.01%
7,715
+1,567
5414
$70K ﹤0.01%
5,077
-6,164
5415
$70K ﹤0.01%
13,681
+12,182
5416
$70K ﹤0.01%
33,339
+14,604
5417
$69K ﹤0.01%
25,924
+13,415
5418
$69K ﹤0.01%
10,955
+5,023
5419
$68K ﹤0.01%
2,876
+1,740
5420
$68K ﹤0.01%
3,190
-438
5421
$68K ﹤0.01%
423
-37
5422
$68K ﹤0.01%
2,743
-204
5423
$67K ﹤0.01%
1,319
+577
5424
$67K ﹤0.01%
102,100
+25,200
5425
$67K ﹤0.01%
1,441
+1,433
215 216
217
218 219