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
5651
$38K ﹤0.01%
3,562
+1,552
5652
$38K ﹤0.01%
+3,543
5653
$38K ﹤0.01%
1,308
5654
$38K ﹤0.01%
5,826
+5,755
5655
$37K ﹤0.01%
1,160
+1,052
5656
$37K ﹤0.01%
838
-1,638
5657
$37K ﹤0.01%
307
+65
5658
$37K ﹤0.01%
1,607
-1,144
5659
$37K ﹤0.01%
1,600
-5,662
5660
$37K ﹤0.01%
3,780
+3,264
5661
$37K ﹤0.01%
11,549
+3,149
5662
$37K ﹤0.01%
375
+364
5663
$37K ﹤0.01%
25,785
+17,701
5664
$37K ﹤0.01%
2,355
+865
5665
$36K ﹤0.01%
3,927
-4,498
5666
$36K ﹤0.01%
15,543
+2,200
5667
$36K ﹤0.01%
10
+5
5668
$36K ﹤0.01%
3,505
-5,330
5669
$36K ﹤0.01%
4,193
-7,465
5670
$35K ﹤0.01%
1,340
-200
5671
$35K ﹤0.01%
1,956
5672
$35K ﹤0.01%
2,030
+1,611
5673
$35K ﹤0.01%
139
-623
5674
$35K ﹤0.01%
1,553
+1,391
5675
$35K ﹤0.01%
3,515
+3,105
225 226
227
228 229