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
5701
$32K ﹤0.01%
5,064
+2,800
5702
$32K ﹤0.01%
2,780
-135
5703
$32K ﹤0.01%
4,889
+3,893
5704
$32K ﹤0.01%
1,368
-7,513
5705
$32K ﹤0.01%
1,069
+940
5706
$32K ﹤0.01%
53
-796
5707
$32K ﹤0.01%
+1,959
5708
$32K ﹤0.01%
6,169
-7,177
5709
$32K ﹤0.01%
397
+76
5710
$32K ﹤0.01%
3,585
-83,327
5711
$32K ﹤0.01%
2,757
-69
5712
$32K ﹤0.01%
8,283
+7,307
5713
$31K ﹤0.01%
1,790
5714
$31K ﹤0.01%
3,233
5715
$31K ﹤0.01%
1,432
-1,653
5716
$31K ﹤0.01%
2,215
-3,728
5717
$31K ﹤0.01%
97
+90
5718
$31K ﹤0.01%
3,161
+45
5719
$30K ﹤0.01%
6,522
-27,636
5720
$30K ﹤0.01%
4,997
-542
5721
$30K ﹤0.01%
2,472
+478
5722
$30K ﹤0.01%
1,621
-107
5723
$30K ﹤0.01%
1,310
-1,251
5724
$30K ﹤0.01%
4,300
5725
$30K ﹤0.01%
1,106
-440
227 228
229
230 231