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
5601
$44K ﹤0.01%
2,331
+2,218
5602
$44K ﹤0.01%
6,524
+5,749
5603
$44K ﹤0.01%
+3,112
5604
$44K ﹤0.01%
2,000
5605
$44K ﹤0.01%
3,042
-28,139
5606
$44K ﹤0.01%
730
5607
$44K ﹤0.01%
11,880
+3,449
5608
$44K ﹤0.01%
1,750
5609
$44K ﹤0.01%
1,265
-280
5610
$44K ﹤0.01%
3,000
5611
$44K ﹤0.01%
1,131
-896
5612
$44K ﹤0.01%
400
-5
5613
$44K ﹤0.01%
2,558
-507
5614
$44K ﹤0.01%
1,301
-380
5615
$44K ﹤0.01%
26,844
+14,913
5616
$43K ﹤0.01%
1,450
+175
5617
$43K ﹤0.01%
1,174
+1,036
5618
$43K ﹤0.01%
3,126
-17,583
5619
$43K ﹤0.01%
1,290
+1,134
5620
$43K ﹤0.01%
2,877
-19,537
5621
$43K ﹤0.01%
27,218
+14,091
5622
$43K ﹤0.01%
13,360
+5,850
5623
$42K ﹤0.01%
76
-68
5624
$42K ﹤0.01%
1,994
+861
5625
$42K ﹤0.01%
5,052
+3,078
223 224
225
226 227