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
5476
$60K ﹤0.01%
2,865
-1,234
5477
$60K ﹤0.01%
5,617
-1,050
5478
$60K ﹤0.01%
3,555
+3,025
5479
$60K ﹤0.01%
2,993
-10,387
5480
$59K ﹤0.01%
10,377
+2,856
5481
$59K ﹤0.01%
17,508
+2,318
5482
$59K ﹤0.01%
2,597
+1,371
5483
$59K ﹤0.01%
1,627
-9,743
5484
$59K ﹤0.01%
16,402
-2,286
5485
$59K ﹤0.01%
6,426
-574
5486
$59K ﹤0.01%
6,789
+6,136
5487
$59K ﹤0.01%
100
5488
$59K ﹤0.01%
3,876
+3,823
5489
$59K ﹤0.01%
29,585
-28,041
5490
$59K ﹤0.01%
3,152
+2,822
5491
$58K ﹤0.01%
2,294
-1,124
5492
$58K ﹤0.01%
2,285
5493
$58K ﹤0.01%
5,638
+4,113
5494
$58K ﹤0.01%
+1,158
5495
$58K ﹤0.01%
4,256
+4,196
5496
$58K ﹤0.01%
392
+333
5497
$58K ﹤0.01%
4,715
+4,087
5498
$58K ﹤0.01%
7,166
-7,881
5499
$57K ﹤0.01%
1,770
-1,791
5500
$57K ﹤0.01%
4,653
+245
218 219
220
221 222