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
5576
$47K ﹤0.01%
9,044
-5,984
5577
$47K ﹤0.01%
497
-27
5578
$47K ﹤0.01%
1,838
+300
5579
$46K ﹤0.01%
1,027
+49
5580
$46K ﹤0.01%
1,215
-325
5581
$46K ﹤0.01%
1,143
+1
5582
$46K ﹤0.01%
2,044
-282
5583
$46K ﹤0.01%
5,000
-1,415
5584
$46K ﹤0.01%
1,491
5585
$46K ﹤0.01%
6,530
+340
5586
$46K ﹤0.01%
3,581
+2,758
5587
$46K ﹤0.01%
50
+28
5588
$46K ﹤0.01%
2,276
5589
$45K ﹤0.01%
12,320
-300
5590
$45K ﹤0.01%
1,717
-259
5591
$45K ﹤0.01%
8,347
+1,662
5592
$45K ﹤0.01%
2,422
-526
5593
$45K ﹤0.01%
17,054
-38,078
5594
$45K ﹤0.01%
4,209
+2,717
5595
$45K ﹤0.01%
2,000
5596
$45K ﹤0.01%
451
+80
5597
$45K ﹤0.01%
9,008
+8,949
5598
$45K ﹤0.01%
5,219
+4,029
5599
$45K ﹤0.01%
1,299
5600
$44K ﹤0.01%
896
-44
222 223
224
225 226