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
5551
$51K ﹤0.01%
2,504
-1,232
5552
$50K ﹤0.01%
9,383
+7,114
5553
$50K ﹤0.01%
6,147
+3,002
5554
$50K ﹤0.01%
5,539
+91
5555
$50K ﹤0.01%
2,094
5556
$50K ﹤0.01%
1,919
+1,890
5557
$50K ﹤0.01%
+5,595
5558
– –
0
5559
$50K ﹤0.01%
5,111
+2,652
5560
$49K ﹤0.01%
185
-38
5561
$49K ﹤0.01%
72,185
-331,639
5562
$49K ﹤0.01%
+3,528
5563
$49K ﹤0.01%
1,661
+1,450
5564
$49K ﹤0.01%
36,132
+100
5565
$49K ﹤0.01%
18,837
-27
5566
$49K ﹤0.01%
20,573
-782
5567
$49K ﹤0.01%
25,922
+18,322
5568
$49K ﹤0.01%
6,508
+4,199
5569
$49K ﹤0.01%
7,637
+4,857
5570
$48K ﹤0.01%
4,054
+3,478
5571
$48K ﹤0.01%
2,328
+1,941
5572
$47K ﹤0.01%
+1,600
5573
$47K ﹤0.01%
1,669
-101
5574
$47K ﹤0.01%
4,306
+3,730
5575
$47K ﹤0.01%
5,338
+1,053
221 222
223
224 225